{"url":"https://nivawealth.com/firms/jordan-park-group-287755","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287755","regulatoryAum":23263581886,"crd":"287755","secFileNumber":"801-110062","legalName":"Jordan Park Group LLC","displayName":"Jordan Park Group","website":"http://www.jordanpark.com","linkedinUrl":"http://www.linkedin.com/company/jordanpark","founded":"2017","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 Pine Street, Suite 2600","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94111"},"tradeNames":[],"registration":{"secApproved":"7 March 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":153,"advisory":99,"brokerDealerReps":5,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":23249293631,"discretionaryAccounts":4486,"nonDiscretionary":14288255,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":9,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":163,"regulatoryAum":15489314004},{"label":"Pooled investment vehicles","clients":45,"regulatoryAum":6174055638},{"label":"Charitable organizations","clients":21,"regulatoryAum":1464475193},{"label":"Other investment advisers","clients":null,"regulatoryAum":135737051}],"fees":[{"service":"Investment advisory services","basis":"Percentage of assets; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jordan Park Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jordan Park Group charge?","answer":"Jordan Park Group charges 0.30% to 0.75% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jordan Park Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jordan Park Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jordan Park Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jordan Park Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jordan Park Group get paid?","answer":"Jordan Park Group is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}