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Building 2JACKSON HOLE CAPITAL PARTNERS, LLC

Map pinTULSA, OK
Phone918-879-4698
NotebookSEC #801-113252
Total AUM
$1.1B
Employees
6
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 NORTH ELGIN AVENUE
SUITE 510
TULSA
OK 74120
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
918-879-4698

ReceiptFinancials

Total AUM
$1.1B
Accounts
662
Discretionary
$832.4M
Accounts
623
Non-Discretionary
$258.1M
Accounts
39

ContactClients

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Individual Clients
28
AUM
$12.9M
HNW Individual Clients
112
AUM
$937.6M
Banking Clients
1
AUM
$984
Pooled Vehicle Clients
7
AUM
$65.4M
Charitable Organization Clients
1
AUM
$61.6M
Corporation or Business Clients
1
AUM
$12.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AROKTX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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