JORDAN PARK GROUP LLC

RIASEC RegisteredEst. 2017

Total AUM

$23.3B

Discretionary

$23.2B

100% of AUM

Avg account

$5.2M

Accounts

4,487

Employees

153

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 287755
Registered since: March 7, 2017
Website: jordanpark.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI66.58%
Pooled Investment Vehicles26.54%
Charitable Organizations6.3%
Other Investment Advisers0.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Jordan Park Group LLC is an independent registered investment adviser that acts as both an allocator to external managers and an adviser for individual, family and institutional clients. Founded as an LLC and registered with the SEC in 2017, the firm provides financial planning and portfolio management across separate accounts and pooled vehicles, and it also performs manager selection. Jordan Park operates with multiple fee arrangements, including AUM-based fees, fixed and hourly fees, and performance-based arrangements. The firm is active on ESG considerations and is listed among AdvisorHub’s “50 RIA Firms to Watch” for 2026. Jordan Park also carries CPO/CTA activity and lists broker-dealer, trust company and sponsor/GP/managing-member roles among its industry affiliations, which reflects a hybrid operating model that combines advisory services with sponsor-level responsibilities for pooled investment vehicles.