Assets Under Management
$18.1B
Number of Clients
223
Number of Advisors
5
Average Client AUM
$81.2M
AUM per Advisor
$3.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
Jordan Park manages investments for high-net-worth individuals, families, and related entities, including trusts, estates, and charitable organizations. They develop customized investment policy statements and allocate assets across various strategies, including separate accounts, ETFs, mutual funds, and pooled investment vehicles. They also offer family office services and advice on capital markets strategies.
100 Pine Street, Suite 2600, San Francisco, CA, 94111