RIA Intel›Advisers›California›JORDAN PARK GROUP LLC

JORDAN PARK GROUP LLC

Hybrid

N·SAN FRANCISCO, CA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM
$23.3B
1-Year AUM Growth
+12.2%
3-Year CAGR
-0.8%
Employees
99
Assets Under Management
Total AUM$23.3B
Discretionary AUM$23.2B
Non-Discretionary AUM$14M
Discretionary %99.9%
Total Clients223
Team
Total Employees99
Investment Advisers153
Employee Growth (1Y)0.0%
Private Funds
Number of Private Funds43
🔒 Fund-level details including strategies, gross assets, and individual fund records
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Filing History
Total Filings on Record45
First FilingFeb 22, 2017
Latest FilingJul 8, 2026
🔒 Full AUM trend chart and 45 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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

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