Jordanelle Capital

RIASEC Registered
Total AUM
$179M
Discretionary
$53.3M
30% of AUM
Avg account
$44.8M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
Salt Lake City , Utah
CRD number
323676
Registered since
November 30, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jordanelle Capital is a limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm is registered with the SEC (registered in 2022) and targets institutional clients. Its advisory work centers on portfolio management for pooled vehicles, and the firm also sponsors and serves as general partner/managing member of pooled investment vehicles it controls. Compensation includes a percentage-of-assets fee and performance-based fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
68 K St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth