Jordan Park
TL;DR
Founded in 2017, it provides investment advisory and family office services to high-net-worth families, trusts and foundations, with 153 employees across San Francisco, New York and Portsmouth.
$23.3 billion
Regulatory AUM
As of ADV filing 2026-07-08
4,487
Accounts / Clients
163 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
153
Team Size
employees, 99 advisory
9 yrs
Years Registered
First registered 2017
About Jordan Park
Founded in 2017, it provides investment advisory and family office services to high-net-worth families, trusts and foundations, with 153 employees across San Francisco, New York and Portsmouth.
Office: 100 Pine Street, Suite 2600, San Francisco, CA 94111.
Best for: Families above $25M wanting family office services and private fund access
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD287755
RegistrationSEC-registered
First registration2017
Regulatory AUM$23.3 billion
ADV filing date2026-07-08
Accounts4,487
Clients163 individual and high-net-worth clients
Employees153
Advisory employees99
Fee modelTiered percentage of assets, 0.30% to 0.75% blended; affiliated broker-dealer and private funds disclosed
MinimumGenerally above $25,000,000 in assets under management (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 287755, as of ADV filing 2026-07-08, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 10 of 10
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