SAN FRANCISCO, CACRD 287755Latest ADV April 6, 2026
Jordan Park Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 6, 2026, reports $23.3B in regulatory assets under management, 153 employees, 3 offices, and 4,487 accounts.
Assets Under Management
$23.3B
Employees
153
Offices
3 offices
Total Clients
229
Primary office
SAN FRANCISCO, CA
100 PINE STREET, SUITE 2600, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.2% of total clients.
Top client categories% of clientsClients
1
HNWI
71.2%
163
2
Pooled Investment Vehicles
19.7%
45
3
Charitable
9.2%
21
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$23.3Bas of April 6, 2026
Discretionary99.9%
$23.2B
100% of total RAUM99.9%
Non-discretionary0.1%
$14M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$23.3B
Total Accounts4,487
10Y AUM Change+$23.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees153
Clients per Employee1:1
10Y Employee Change+152 (+15200.0%)
* 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.