{ "crd_number": 144401, "slug": "jasper-ridge-partners-l-p-fort-worth-tx-144401", "primary_business_name": "JASPER RIDGE PARTNERS, L.P.", "legal_name": "JASPER RIDGE PARTNERS, L.P.", "dbas": [], "city": "Fort Worth", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2009-12-04", "years_registered": 16, "period": "2026-10-01", "filing_date": "2026-08-04", "carried_forward": false, "raum_total": 42950348117.0, "raum_discretionary": 42237809325.0, "raum_non_discretionary": 712538792.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 145, "advisory_employees": 36, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 31015863605.0, "count": 42, "description": "SEPARATELY MANAGED ACCOUNTS" }, "high_net_worth_individuals": { "raum": 810011367.0, "count": 11 }, "pooled_investment_vehicles": { "raum": 11124473145.0, "count": 14 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "TX" ], "websites": [ "https://jasperridge.com", "https://linkedin.com/company/jasper-ridge-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144401", "city_as_filed": "FORT WORTH", "url": "https://advisorcensus.com/firm/jasper-ridge-partners-l-p-fort-worth-tx-144401", "display_name": "Jasper Ridge Partners, L.P.", "summary": "Jasper Ridge Partners, L.P. is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.", "citation": "AdvisorCensus. Jasper Ridge Partners, L.P. (CRD 144401): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Jasper Ridge Partners, L.P. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Jasper Ridge Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Jasper Ridge Partners, L.P. located?", "a": "Jasper Ridge Partners, L.P.'s principal office is in Fort Worth, TX, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is Jasper Ridge Partners, L.P. registered with the SEC or a state?", "a": "Jasper Ridge Partners, L.P. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 144401." }, { "q": "How much does Jasper Ridge Partners, L.P. manage?", "a": "Jasper Ridge Partners, L.P. reports $42,950,348,117 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (98% discretionary)." }, { "q": "How have Jasper Ridge Partners, L.P.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Jasper Ridge Partners, L.P.: Regulatory assets under management: $27,480,485,384 in the October 2021 data and $42,950,348,117 in the October 2026 data, up 56%. Total employees: 92 in October 2021 and 145 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Jasper Ridge Partners, L.P. serve?", "a": "By number of clients on Form ADV Item 5.D: other (42); pooled investment vehicles (other than investment companies and business development companies) (14); high net worth individuals (11)." }, { "q": "Which custodians does Jasper Ridge Partners, L.P. use?", "a": "Jasper Ridge Partners, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, National Association as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Jasper Ridge Partners, L.P. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144401" }, { "q": "What changed in Jasper Ridge Partners, L.P.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 35 to 36." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 27480485384.0, "total_employees": 92, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 35105733818.0, "total_employees": 97, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 33065750619.0, "total_employees": 109, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 35297732645.0, "total_employees": 115, "filing_date": "2024-07-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 40116659292.0, "total_employees": 113, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 42950348117.0, "total_employees": 145, "filing_date": "2026-08-04" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 35 to 36." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in VA." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BNY Mellon, National Association", "name_as_filed": "BNY MELLON, NATIONAL ASSOCIATION", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/jasper-ridge-partners-l-p-fort-worth-tx-144401.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 11, "fewer_than_5": false, "raum": 810011367.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 14, "fewer_than_5": false, "raum": 11124473145.0 }, { "type": "other", "label": "Other", "count": 42, "fewer_than_5": false, "raum": 31015863605.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144401", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }