RIA Intel›Advisers›Georgia›JAMESTOWN, L.P.

JAMESTOWN, L.P.

Advisory

N·ATLANTA, GA

Data as of May 1, 2026 · Source: SEC Form ADV

Total AUM

$7.1B

1-Year AUM Growth

+1.1%

3-Year CAGR

-4.7%

Employees

107

Assets Under Management

Total AUM$7.1B

Discretionary AUM$5.6B

Non-Discretionary AUM$1.5B

Discretionary %78.7%

Total Clients18

Team

Total Employees107

Investment Advisers233

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingFeb 10, 2012

Latest FilingMay 1, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JAMESTOWN, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.