JORDAN PARK GROUP LLC

CRD 287755 · SEC 801-110062

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100 PINE STREET, SUITE 2600, SAN FRANCISCO, CA, 94111, United States

Phone

(415) 417-3000

Fax

(415) 820-4289

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$23.26B

Discretionary AUM

$23.25B

Team

153 total employees; 99 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	163	$15.49B
Pooled investment vehicles	45	$6.17B
Charitable organizations	21	$1.46B

States served

VT, CA, IL, MA, NY, TN, VA, TX, NH, HI, CT, FL

All web addresses on file

HTTP://WWW.JORDANPARK.COM
HTTP://WWW.LINKEDIN.COM/COMPANY/JORDANPARK

Official SEC filing: View on IAPD