# Jordan Park Group LLC

> Jordan Park Group LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 287755
- Filed as: JORDAN PARK GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287755
- AdvisorCensus page: https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755

## Quick answers

**How is Jordan Park Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jordan Park Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Jordan Park Group LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.3% to 0.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Jordan Park Group LLC located?**
Jordan Park Group LLC's principal office is in San Francisco, CA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Jordan Park Group LLC registered with the SEC or a state?**
Jordan Park Group LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287755.

**How much does Jordan Park Group LLC manage?**
Jordan Park Group LLC reports $23,263,581,886 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**How have Jordan Park Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Jordan Park Group LLC: Regulatory assets under management: $15,791,390,922 in the October 2021 data and $23,263,581,886 in the October 2026 data, up 47%. Total employees: 88 in October 2021 and 153 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jordan Park Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (163); pooled investment vehicles (other than investment companies and business development companies) (45); charitable organizations (21).

**Which custodians does Jordan Park Group LLC use?**
Jordan Park Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Jordan Park Group LLC report any disciplinary disclosures?**
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/287755

**What changed in Jordan Park Group LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.3% to 0.75% a year (a range, as the brochure states it)

> the blended annual percentage fee typically ranges from 0.30% to 0.75% (“Advisory Fee”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $23,263,581,886
- Discretionary: $23,249,293,631
- Non-discretionary: $14,288,255

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 163 | $15,489,314,004 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 45 | $6,174,055,638 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 21 | $1,464,475,193 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $135,737,051 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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 advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 153 total, 99 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, HI, IL, MA, NH, NY, TN, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- New York City, NY
- Portsmouth, NH

### Websites listed on Form ADV (Item 1.I)
- jordanpark.com
- LinkedIn @JORDANPARK

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,791,390,922 | 88 | August 23, 2021 |
| October 2022 | $17,600,559,329 | 117 | July 29, 2022 |
| October 2023 | $13,733,377,380 | 121 | August 15, 2023 |
| October 2024 | $15,409,035,410 | 127 | August 1, 2024 |
| October 2025 | $18,116,026,433 | 137 | July 16, 2025 |
| October 2026 | $23,263,581,886 | 153 | July 8, 2026 |

Regulatory assets under management: $15,791,390,922 in the October 2021 data and $23,263,581,886 in the October 2026 data, up 47%.
Total employees: 88 in October 2021 and 153 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 92 to 99.
- Regulatory assets under management went from $18,116,026,433 to $23,263,581,886 (+28%).
- Registered or notice-filed in VT.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jordan Park Group LLC (CRD 287755): Form ADV filing data as of October 2026.