Wealth manager, independent · SAN Francisco, CA
Jordan Park Group LLC
SEC-registered investment adviser · CRD 287755 · SEC 801-110062
At a glance
Jordan Park Group LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $23B in regulatory assets under management as of its Form ADV filed July 8, 2026. It reports 163 individual clients, 163 of them high-net-worth, holding an average of about $95 million each, and 153 employees. That ranks it 44th among the nation’s 5,657 independent wealth management RIAs and 6th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 415-417-3000jordanpark.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $23B
- Rank among independent wealth managers
- #44 of 5,657
- Rank among all SEC RIAs
- #797 of 17,210
- Rank in California
- #6 of 714
- Individual clients
- 163
- High-net-worth clients
- 163
- Accounts
- 4,487
- Discretionary
- 100% of AUM
- Employees
- 153
- Advisory staff
- 99
- Offices
- 4
Owners and executives on its Form ADV
- Frank S. GhaliManager, CEO
- Davie M. BacceiChief Compliance Officer/partner
- Scott A. KislinGeneral Counsel/partner
- Erika L O'ConnorSenior Vice President, Finance
Custody and brokerage
Broker-dealer
Hybrid RIA
Jordan Park Group LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: JP Portsmouth Capital LLC.
- JP Portsmouth Capital LLC ↗CRD 331351
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 163 | $15B | 67% |
| Pooled investment vehicles | 45 | $6.2B | 27% |
| Charitable organizations | 21 | $1.5B | 6% |
| Other investment advisers | – | $136M | <1% |
Private funds
Jordan Park Group LLC reports 45 private funds with $6.6B in gross assets: hedge funds, private equity funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Jordan Park Group LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗jordanpark.com ↗
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The full record on Jordan Park Group LLC
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- Assets, accounts, clients and staff, 8 years of filings
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- Rank against 192 peers of its type and size
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Beacon Pointe Advisors, LLCNewport Beach | $55B | 29,565 |
| EP Wealth AdvisorsTorrance | $45B | 19,618 |
| LidoLOS Angeles | $43B | 13,043 |
| SeiaLOS Angeles | $23B | 9,520 |
| Baker Street Advisors, LLCSAN Francisco | $21B | 504 |
| Comprehensive Financial Management LLCLOS Gatos | $19B | 13 |
Compare Jordan Park Group LLC with
- Jordan Park Group LLC vs Integrated Wealth Concepts LLC $24B · Waltham, MA
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- Jordan Park Group LLC vs Johnson Investment Counsel, Inc. $23B · Cincinnati, OH
- Jordan Park Group LLC vs Seia $23B · LOS Angeles, CA
Background
Questions
How much does Jordan Park Group LLC manage?
Jordan Park Group LLC reports $23B in regulatory assets under management across 4,487 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 8, 2026.
How many clients does Jordan Park Group LLC have?
It reports 163 individual clients: 163 high-net-worth individuals and 0 other individuals. Individuals account for about 67% of its regulatory assets.
Where is Jordan Park Group LLC headquartered?
Its main office is in SAN Francisco, California. It reports 4 offices in total and 153 employees, 99 of whom perform investment advisory functions.
How does Jordan Park Group LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Jordan Park Group LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed July 8, 2026, it reports these amounts held: Fidelity ($11B); Charles Schwab ($6.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Jordan Park Group LLC a hybrid RIA with a broker-dealer?
Jordan Park Group LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: JP Portsmouth Capital LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Jordan Park Group LLC a fiduciary?
As an SEC-registered investment adviser, Jordan Park Group LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 5 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Jordan Park Group LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →