Clients
Jordan Park Group serves 229 clients, 163 of them high-net-worth individuals. The average client has about $102 million with the firm, and high-net-worth clients hold 67% of its $23.3 billion in assets.
- High-net-worth individuals163 clients67%
- Pooled investment vehicles45 clients27%
- Charitable organizations21 clients6%
- Other investment advisers1%
What it does
Jordan Park Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, hourly charges, fixed fees and performance-based fees.
Jordan Park Group provided financial planning to 101–250 clients last fiscal year and advises 45 private funds.
99.9% of assets ($23.25B across 4,486 accounts) are managed with discretion; $14.3M across 1 account is not. 9% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
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| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 163 | $15,489,314,004 | 66.6% | $95.0M |
| Pooled investment vehicles | 45 | $6,174,055,638 | 26.5% | $137.2M |
| Charitable organizations | 21 | $1,464,475,193 | 6.3% | $69.7M |
| Other investment advisers | Not reported | $135,737,051 | 0.6% | — |
| Total | 229 | $23,263,581,886 | 100% | $101.6M |
- Regulatory AUM
- $15,489,314,004
- Share
- 66.6%
- Avg. per client
- $95.0M
- Regulatory AUM
- $6,174,055,638
- Share
- 26.5%
- Avg. per client
- $137.2M
- Regulatory AUM
- $1,464,475,193
- Share
- 6.3%
- Avg. per client
- $69.7M
- Regulatory AUM
- $135,737,051
- Share
- 0.6%
- Avg. per client
- —
What the accounts hold
- Stocks63%
- Bonds35%
- State and local bonds21%
- U.S. government and agency bonds8%
- Investment grade corporate bonds5%
- High-yield corporate bonds1%
- Cash1%
- Other1%
- Derivatives1%
Custodians
Jordan Park Group’s client accounts are held mainly at Fidelity, with 45% of managed assets, and Charles Schwab, with 26%. Jordan Park Group has custody of $9.43B for 227 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $6.10B26%
- FidelityNational Financial Services LLC · Boston, MA · $10.56B45%
- All other custodians$6.60B28%
Ownership and leadership
Jordan Park Holding Company LLC owns 75% or more of Jordan Park Group.
- Owns 75% or more of Jordan Park Group LLC
Jordan Park Holding Company LLC
Control person · since September 2017
- Owns 50% to 75% of Jordan Park Holding Company LLC
Frank Ghali Revocable Trust
Control person · since April 2026
Frank Ghali
Trustee · Control person · since December 2025
- Owns 25% to 50% of Jordan Park Holding Company LLC
Ghali Family 2012 Gift Trust
Control person · since April 2026
George Lusch
Co- trustee · Control person · since March 2012
Cynthia Patrizi
Co- trustee · Control person · since November 2025
Leadership
- Erika O'ConnorSenior Vice President, Finance
- Davie BacceiChief Compliance Officer/Partner
- Frank GhaliManager, CEO
- Scott KislinGeneral Counsel/Partner
Staff
- 153 employees
- 99 in advisory functions
- 7 state-registered reps
- 5 broker-dealer reps
Reported holdings
Jordan Park Group’s reported 13F holdings total $1.97B across 68 positions, and the ten largest make up 79.8% of it.
- $1.97B
- Reported 13F value
- 68
- Positions
- 79.8%
- In the 10 largest
- +5.0%
- Value vs. prior quarter
- iShares Inc. · Core MSCI Emkt30.2%
- Select Sector SPDR TR · ST Str Care ETF11.4%
- iShares TR · US Treas BD ETF9.9%
- Vanguard Scottsdale Fds · Vng Rus1000idx7.4%
- State Str SPDR S&P 500 ETF T · TR Unit5.7%
- iShares Inc. · MSCI Taiwan ETF3.8%
- iShares TR · Core MSCI Eafe3.4%
- Taiwan Semiconductor Manufac · Sponsored ADS3.1%
- iShares TR · Rus 1000 ETF2.6%
- iShares TR · Hdg MSCI Eafe2.3%
Together, the ten largest are 79.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $1.97B is not its $23.26B in regulatory assets and does not represent any individual client's portfolio.
Fees
Jordan Park Group charges 0.30% to 0.75% a year for investment advisory services.
| Service | Stated range | How it is charged |
|---|---|---|
| Investment advisory services | 0.30% to 0.75% a year | Percentage of assets; negotiable, billed in arrears. |
- Stated range
- 0.30% to 0.75% a year
- How it is charged
- Percentage of assets; negotiable, billed in arrears.
Offices and registrations
Besides its headquarters, Jordan Park Group has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 3 states.
California · 1 listed address
- 100 Pine Street, Suite 2600, San FranciscoHQ
New Hampshire · 1 listed address
- 60 Penhallow Street, Portsmouth
New York · 1 listed address
- 1 World Trade Center, New York City
Registration details
- Legal name
- Jordan Park Group LLC
- Headquarters
- 100 Pine Street, Suite 2600, San Francisco, CA 94111
- Phone
- 415-417-3000
- Website
- www.jordanpark.com
- SEC file
- 801-110062
- Founded
- 2017
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Jordan Park Group have?
Jordan Park Group has 229 clients and manages $23.3 billion for them, as of July 2026. They include 163 high-net-worth individuals, 45 pooled investment vehicles and 21 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Jordan Park Group offer?
Jordan Park Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. Its services also include estate planning, family office services, insurance, philanthropic planning and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Jordan Park Group charge?
Jordan Park Group charges 0.30% to 0.75% a year for investment advisory services.
Source: Part 2A brochure, Item 5
Which custodians does Jordan Park Group use?
Jordan Park Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $10,562,764,791 and Charles Schwab & Co., Inc. (Westlake, TX), with $6,096,457,901. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Jordan Park Group have?
Jordan Park Group has 7 investment adviser representatives registered with state securities authorities, out of 153 employees, and 99 perform investment advisory functions. 5 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jordan Park Group invest in?
At the end of its last fiscal year, Jordan Park Group’s separately managed accounts held 63% exchange-traded equities, 21% state and local bonds, 8% U.S. government and agency bonds, 5% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% cash and equivalents. It advises 45 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jordan Park Group?
Jordan Park Group’s direct owner is Jordan Park Holding Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Jordan Park Group get paid?
Jordan Park Group is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
