SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Jordan Park Group LLC
San Francisco, CA
CRD 287755
Firm filing updated July 8, 2026 ·
- $23.3BAssets
- 99Advisory staff
- 4,487Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals163
- Pooled vehicles45
- Charities21
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 163 | $15.5 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 45 | $6.2 billion |
| Charitable organizations | 21 | $1.5 billion |
| Other investment advisors | Fewer than 5 clients | $135.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$23.3 billion
- Accounts4,487
- Discretionary$23.2 billion · 4,486 accounts
- Non-discretionary$14.3 million · 1 accounts
People
- Employees153
- Advisory staff99
- Broker-dealer reps5
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 287755, SEC file 801-110062.
- Registered with the SEC as an investment advisor (status date on record: March 7, 2017).
Is Jordan Park Group LLC a fiduciary?
Short answer: Jordan Park Group LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 5 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.