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JORDAN PARK GROUP LLC
CRD 287755File 801-110062
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$23.26B
Top 10% of cohort (national)
Discretionary AUM
$23.25B
Non-discretionary $14.3M
Clients
229
4,487 accounts
Employees
153
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 7, 2017
- Principal office
- 100 PINE STREET, SUITE 2600, SAN FRANCISCO, CA, 94111
- Phone
- (415) 417-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.26B
- Discretionary AUM
- $23.25B
- Non-discretionary AUM
- $14.3M
- Discretionary accounts
- 4,486
- Non-discretionary accounts
- 1
- Total accounts
- 4,487
- AUM per client
- $101.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 21 | $1.46B |
| Other investment advisers | Fewer than 5 | $135.7M |
| High net worth individuals | 163 | $15.49B |
| Pooled investment vehicles | 45 | $6.17B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.