Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Jamestown, L.P.
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
SPG JTLP, LLCDirect owner · Schedule AInterest in JAMESTOWN, L.P.
50% to < 75%
LANGWORTHY INVESTMENTS, L.P.Direct owner · Schedule AInterest in JAMESTOWN, L.P.
10% to < 25%
COLOGNE PARTNERSDirect owner · Schedule AInterest in JAMESTOWN, L.P.
10% to < 25%
BRONF INVESTMENTS, L.P.Direct owner · Schedule AInterest in JAMESTOWN, L.P.
5% to < 10%
JAMESTOWN PROPERTIES, LLCDirect owner · Schedule AInterest in JAMESTOWN, L.P.
< 5%
TALKING ROCK INVESTORS, LLCDirect owner · Schedule AInterest in JAMESTOWN, L.P.
< 5%
MICHAEL PHILLIPSIndirect owner · Schedule BInterest in LANGWORTHY GLOBAL, LLC
75%+
MICHAEL PHILLIPSIndirect owner · Schedule BInterest in LANGWORTHY GLOBAL INVESTMENTS, LTD.
75%+
MATT MILLER BRONFMANIndirect owner · Schedule BInterest in BRONFMAN HOLDINGS, LLC
75%+
MATT MILLER BRONFMANIndirect owner · Schedule BInterest in BRONF MANAGEMENT CORP.
75%+
LANGWORTHY GLOBAL, LLCIndirect owner · Schedule BInterest in LANGWORTHY INVESTMENTS, L.P.
75%+
BRONFMAN HOLDINGS, LLCIndirect owner · Schedule BInterest in BRONF INVESTMENTS, L.P.
75%+
SIMON PROPERTY GROUP, L.P.Indirect owner · Schedule BInterest in SPG JT PROPERTIES, LLC
75%+
SIMON PROPERTY GROUP, L.P.Indirect owner · Schedule BInterest in SPG JTLP, LLC
75%+
SIMON PROPERTY GROUP, INC.Indirect owner · Schedule BInterest in SIMON PROPERTY GROUP, L.P.
75%+
CHRISTOPHER JOHN KOPECKYIndirect owner · Schedule BInterest in TALKING ROCK INVESTORS, LLC
75%+
SPG JT PROPERTIES, LLCIndirect owner · Schedule BInterest in JAMESTOWN PROPERTIES, LLC
50% to < 75%
CHRISTOPHER ALEXANDER KAHLIndirect owner · Schedule BInterest in COLOGNE PARTNERS
50% to < 75%
UTE MARGARETA KAHLIndirect owner · Schedule BInterest in COLOGNE PARTNERS
50% to < 75%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Jamestown, L.P..
Reported ownership and control details
Form ADV · Filing date 2026-05-01 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | JAMESTOWN PROPERTIES, LLCGENERAL PARTNERDomestic entity | JAMESTOWN, L.P. | Less than 5%Code NA | Yes | GENERAL PARTNER01/2006 | Schedule APDF page 142 |
| 2 | MATT MILLER BRONFMANCHIEF EXECUTIVE OFFICERIndividual | JAMESTOWN, L.P. | Less than 5%Code NA | Yes | CHIEF EXECUTIVE OFFICER10/2002 | Schedule APDF page 142 |
| 3 | MICHAEL PHILLIPSPRESIDENTIndividual | JAMESTOWN, L.P. | Less than 5%Code NA | Yes | PRESIDENT01/2010 | Schedule APDF page 142 |
| 4 | CHRISTOPHER JOHN KOPECKYCHIEF FINANCIAL OFFICERIndividual | JAMESTOWN, L.P. | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER03/2016 | Schedule APDF page 142 |
| 5 | SANDRA LYNN BLAKECHIEF COMPLIANCE OFFICERIndividual | JAMESTOWN, L.P. | Less than 5%Code NA | No | CHIEF COMPLIANCE OFFICER03/2021 | Schedule APDF page 142 |
| 6 | LANGWORTHY INVESTMENTS, L.P.LIMITED PARTNERDomestic entity | JAMESTOWN, L.P. | 10% to less than 25%Code B | No | LIMITED PARTNER11/2016 | Schedule APDF page 142 |
| 7 | BRONF INVESTMENTS, L.P.LIMITED PARTNERDomestic entity | JAMESTOWN, L.P. | 5% to less than 10%Code A | No | LIMITED PARTNER11/2016 | Schedule APDF page 142 |
| 8 | SPG JTLP, LLCLIMITED PARTNERDomestic entity | JAMESTOWN, L.P. | 50% to less than 75%Code D | Yes | LIMITED PARTNER12/2022 | Schedule APDF page 142 |
| 9 | Amber Eulann MurrayGENERAL COUNSELIndividual | JAMESTOWN, L.P. | Less than 5%Code NA | No | GENERAL COUNSEL01/2023 | Schedule APDF page 142 |
| 10 | COLOGNE PARTNERSLIMITED PARTNERDomestic entity | JAMESTOWN, L.P. | 10% to less than 25%Code B | No | LIMITED PARTNER05/2023 | Schedule APDF page 142 |
| 11 | TALKING ROCK INVESTORS, LLCLIMITED PARTNERDomestic entity | JAMESTOWN, L.P. | Less than 5%Code NA | No | LIMITED PARTNER03/2024 | Schedule APDF page 142 |
| 12 | LANGWORTHY GLOBAL INVESTMENTS, LTD.GENERAL PARTNERDomestic entity | LANGWORTHY INVESTMENTS, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2016 | Schedule BPDF page 143 |
| 13 | BRONF MANAGEMENT CORP.GENERAL PARTNERDomestic entity | BRONF INVESTMENTS, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2016 | Schedule BPDF page 143 |
| 14 | MICHAEL PHILLIPSMEMBER, ELECTED MANAGERIndividual | LANGWORTHY GLOBAL, LLC | 75% or moreCode E | Yes | MEMBER, ELECTED MANAGER12/2021 | Schedule BPDF page 143 |
| 15 | MICHAEL PHILLIPSSHAREHOLDERIndividual | LANGWORTHY GLOBAL INVESTMENTS, LTD. | 75% or moreCode E | Yes | SHAREHOLDER03/1993 | Schedule BPDF page 143 |
| 16 | MATT MILLER BRONFMANMEMBER, ELECTED MANAGERIndividual | BRONFMAN HOLDINGS, LLC | 75% or moreCode E | Yes | MEMBER, ELECTED MANAGER12/2021 | Schedule BPDF page 143 |
| 17 | MATT MILLER BRONFMANSHAREHOLDERIndividual | BRONF MANAGEMENT CORP. | 75% or moreCode E | Yes | SHAREHOLDER12/2016 | Schedule BPDF page 143 |
| 18 | LANGWORTHY GLOBAL, LLCLIMITED PARTNERDomestic entity | LANGWORTHY INVESTMENTS, L.P. | 75% or moreCode E | Yes | LIMITED PARTNER12/2021 | Schedule BPDF page 143 |
| 19 | BRONFMAN HOLDINGS, LLCLIMITED PARTNERDomestic entity | BRONF INVESTMENTS, L.P. | 75% or moreCode E | Yes | LIMITED PARTNER12/2021 | Schedule BPDF page 143 |
| 20 | SPG JT PROPERTIES, LLCMEMBERDomestic entity | JAMESTOWN PROPERTIES, LLC | 50% to less than 75%Code D | Yes | MEMBER12/2022 | Schedule BPDF page 143 |
| 21 | SIMON PROPERTY GROUP, L.P.MEMBERDomestic entity | SPG JT PROPERTIES, LLC | 75% or moreCode E | Yes | MEMBER12/2022 | Schedule BPDF page 143 |
| 22 | SIMON PROPERTY GROUP, L.P.MEMBERDomestic entity | SPG JTLP, LLC | 75% or moreCode E | Yes | MEMBER12/2022 | Schedule BPDF page 143 |
| 23 | SIMON PROPERTY GROUP, INC.GENERAL PARTNERDomestic entity | SIMON PROPERTY GROUP, L.P. | 75% or moreCode E | Yes | GENERAL PARTNER09/1998 | Schedule BPDF page 143 |
| 24 | CHRISTOPHER ALEXANDER KAHLGENERAL PARTNER, LIMITED PARTNERIndividual | COLOGNE PARTNERS | 50% to less than 75%Code D | Yes | GENERAL PARTNER, LIMITED PARTNER05/2023 | Schedule BPDF page 143 |
| 25 | UTE MARGARETA KAHLGENERAL PARTNER, LIMITED PARTNERIndividual | COLOGNE PARTNERS | 50% to less than 75%Code D | Yes | GENERAL PARTNER, LIMITED PARTNER05/2023 | Schedule BPDF page 143 |
| 26 | CHRISTOPHER JOHN KOPECKYMEMBER, ELECTED MANAGERIndividual | TALKING ROCK INVESTORS, LLC | 75% or moreCode E | Yes | MEMBER, ELECTED MANAGER03/2024 | Schedule BPDF page 143 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 5/1/2026 10:03:08 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.