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JORDAN PARK GROUP LLC
SAN FRANCISCO, CA
(415) 417-3000
SEC #801-110062Total AUM
$23.3B
Employees
153Clients
230Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 PINE STREET
SUITE 2600
SAN FRANCISCO
CA 94111
United States
SUITE 2600
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(415) 417-3000
Other Offices
3
Financials
Total AUM
$23.3B
Accounts
4,487Discretionary
$23.2B
Accounts
4,486Non-Discretionary
$14.3M
Accounts
1
Clients
HNW Individual Clients
163AUM
$15.5B
Pooled Vehicle Clients
45AUM
$6.2B
Charitable Organization Clients
21AUM
$1.5B
Investment Advisor Clients
1AUM
$135.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACTFLHIILMANHNYTNTXVAVT
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.