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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

JACKSON HOLE CAPITAL PARTNERS, LLC

CRD 285978

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6cc0330f-5167-6444-808f-edf6d53e5904

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 11
On other graphs: 1
Observed: Apr 18, 2018 to Mar 19, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Jackson Hole Capital Partners, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $832M
Private client RAUM: $951MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 662
Individual clients: 28
High net worth clients: 112
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $708M
Relying advisers: 1
SEC number: 801-113252
CRD: 285978
Filings on the tape: 20
First filed: Apr 18, 2018
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, OK
Website: jacksonholepartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
JACKSON HOLE OPPORTUNITIES FUND LP	Other Private Fund	$14.5M	Aug 22, 2024	62	Jun 22, 2021	reported	021-399722
JHCP WP GLOBAL CO-INVEST VI LLC	Other Private Fund	$9.8M	Aug 22, 2024	50	Mar 24, 2023	reported	021-450802
JHCP FALCON I LLC	Other Private Fund	$7.5M	Aug 22, 2024	15	Mar 24, 2023	reported	021-461085
JHCP OCCUSYSTEMS LLC	Other Private Fund	$5.2M	Aug 22, 2024	28	Mar 25, 2024	reported	021-477970
JHCP SPICEWOOD I LLC	Other Private Fund	$5.2M	Aug 22, 2024	28	Mar 30, 2022	reported	021-421632
JACKSON HOLE OPPORTUNITIES FUND LTD.	Other Private Fund	$2.0M	Aug 22, 2024	1	Mar 30, 2022	reported	n/a
JACKSON HOLE SERIES LP -SERIES 1	Other Private Fund	$147,494	Mar 24, 2023	2	Jun 22, 2021	dropped	021-400566

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HASTINGS, JOHN, JOSEPH	CHIEF COMPLIANCE OFFICER / MANAGING PRINCIPAL	D	yes	12/2016	Apr 18, 2018	Aug 22, 2024
SMITH, CHANNING, STICE	MANAGING PRINCIPAL	D	yes	12/2016	Apr 18, 2018	Aug 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JHCP FALCON I MANAGER LLC	n/a	n/a	n/a	N	yes	n/a
JHCP OCCUSYSTEMS MANAGER LLC	n/a	n/a	n/a	N	yes	n/a
JHCP SPICEWOOD I MANAGER LLC	n/a	n/a	n/a	N	yes	n/a
JHCP WP GLOBAL CO-INVEST VI MANAGER LLC	n/a	n/a	n/a	N	yes	n/a
JHIP GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$1.1B	$832M	6	4	8	n/a
2024	Mar 28, 2025	$967M	$720M	6	4	7	n/a
2023	Mar 25, 2024	$862M	$639M	5	4	6	$41.8M
2022	Mar 24, 2023	$594M	$502M	6	4	6	$27.3M
2021	Mar 30, 2022	$531M	$437M	5	4	4	$42.5M
2020	Mar 24, 2021	$358M	$298M	5	4	n/a	n/a
2019	Mar 27, 2020	$326M	$258M	4	3	n/a	n/a
2018	Mar 26, 2019	$196M	$196M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$967M	12.7%	$594M	22.5%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Lido	4	Jun 8, 2026	Jun 5, 2026	TULSA, OK	Firm absorbed	RIA to RIA	100.0%

Relationships

Advises (7)

→ JHCP SPICEWOOD I LLCPrivate fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ JACKSON HOLE OPPORTUNITIES FUND LTD.Private fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ JACKSON HOLE OPPORTUNITIES FUND LPPrivate fundOther Private Fund, IA
Jun 22, 2021 to presentfactForm ADV
→ JHCP OCCUSYSTEMS LLCPrivate fundOther Private Fund, IA
Mar 25, 2024 to presentfactForm ADV
→ JHCP FALCON I LLCPrivate fundOther Private Fund, IA
Mar 24, 2023 to presentfactForm ADV
→ JHCP WP GLOBAL CO-INVEST VI LLCPrivate fundOther Private Fund, IA
Mar 24, 2023 to presentfactForm ADV
→ JACKSON HOLE SERIES LP -SERIES 1Private fundOther Private Fund, IA, no longer reported
Jun 22, 2021 to Mar 24, 2023factForm ADV

Registered with (4)

← CHANNING STICE SMITHAdvisorregistration: previous registration
Jan 25, 2017 to Jun 8, 2026factForm ADV
← JOHN JOSEPH HASTINGSAdvisorregistration: previous registration
Jan 25, 2017 to Jun 8, 2026factForm ADV
← JORDAN TAYLOR HUNTAdvisorregistration: previous registration
Apr 20, 2020 to Jun 8, 2026factForm ADV
← PHILIP ROBERT HOUCHINAdvisorregistration: previous registration
Jan 29, 2021 to Jun 8, 2026factForm ADV

Moved with (1)

→ LIDORegistered adviser4 advisors, firm absorbed, same day
Jun 8, 2026 to Jun 5, 2026factForm ADV

Controls (2)

← SMITH, CHANNING, STICEOwnerMANAGING PRINCIPAL, ownership code D, individual
Apr 18, 2018 to Aug 22, 2024factForm ADV
← HASTINGS, JOHN, JOSEPHOwnerCHIEF COMPLIANCE OFFICER / MANAGING PRINCIPAL, ownership code D, individual
Apr 18, 2018 to Aug 22, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 8, 2026
Firm absorbed
Jackson Hole Capital Partners, LLC's advisors moved to Lido (Tulsa, OK): 4 of 4 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Jun 8, 2026
Advisor changed firm
John Joseph Hastings left Jackson Hole Capital Partners, Llc for Lido (registered 2026-06-05)
Form ADVobserved 5 days ago
Occurred
Jun 8, 2026
Advisor changed firm
Philip Robert Houchin left Jackson Hole Capital Partners, Llc for Lido (registered 2026-06-05)
Form ADVobserved 5 days ago
Occurred
Jun 8, 2026
Advisor changed firm
Channing Stice Smith left Jackson Hole Capital Partners, Llc for Lido (registered 2026-06-05)
Form ADVobserved 5 days ago
Occurred
Jun 8, 2026
Advisor changed firm
Jordan Taylor Hunt left Jackson Hole Capital Partners, Llc for Lido (registered 2026-06-05)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2024
Regulatory AUM changed
Jackson Hole Capital Partners, Llc reported RAUM $862.1M, up 45% from $593.6M (2023-03-24 to 2024-03-25)
Form ADVobserved 5 days ago
$268M
Occurred
Jan 30, 2023
Control person left
Lauinger Frances Biolchini (Owner) no longer on Schedule A of Jackson Hole Capital Partners, Llc (listed 2022-10-28, absent 2023-01-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Jackson Hole Capital Partners, Llc reported RAUM $530.8M, up 48% from $358.1M (2021-06-22 to 2022-03-30)
Form ADVobserved 5 days ago
$173M
Occurred
Mar 27, 2020
Regulatory AUM changed
Jackson Hole Capital Partners, Llc reported RAUM $326.4M, up 67% from $196.0M (2020-01-30 to 2020-03-27)
Form ADVobserved 5 days ago
$130M
Occurred
Apr 18, 2018
First Form ADV filing
Jackson Hole Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jul 1, 2026
Jackson Hole Capital Partners, Llc no longer on the SEC adviser roster (last listed 2026-06-01, RAUM $1.1B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cc0330f-5167-6444-808f-edf6d53e5904
First observed: Apr 18, 2018
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACKSON HOLE CAPITAL PARTNERS, LLC

CRD 285978

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6cc0330f-5167-6444-808f-edf6d53e5904

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JACKSON HOLE OPPORTUNITIES FUND LP

Other Private Fund

$14.5M

Aug 22, 2024

Jun 22, 2021

reported

021-399722

JHCP WP GLOBAL CO-INVEST VI LLC

Other Private Fund

$9.8M

Aug 22, 2024

Mar 24, 2023

reported

021-450802

JHCP FALCON I LLC

Other Private Fund

$7.5M

Aug 22, 2024

Mar 24, 2023

reported

021-461085

JHCP OCCUSYSTEMS LLC

Other Private Fund

$5.2M

Aug 22, 2024

Mar 25, 2024

reported

021-477970

JHCP SPICEWOOD I LLC

Other Private Fund

$5.2M

Aug 22, 2024

Mar 30, 2022

reported

021-421632

JACKSON HOLE OPPORTUNITIES FUND LTD.

Other Private Fund

$2.0M

Aug 22, 2024

Mar 30, 2022

reported

n/a

JACKSON HOLE SERIES LP -SERIES 1

Other Private Fund

$147,494

Mar 24, 2023

Jun 22, 2021

dropped

021-400566

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HASTINGS, JOHN, JOSEPH

CHIEF COMPLIANCE OFFICER / MANAGING PRINCIPAL

yes

12/2016

Apr 18, 2018

Aug 22, 2024

SMITH, CHANNING, STICE

MANAGING PRINCIPAL

yes

12/2016

Apr 18, 2018

Aug 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JHCP FALCON I MANAGER LLC

n/a

yes

n/a

JHCP OCCUSYSTEMS MANAGER LLC

n/a

yes

n/a

JHCP SPICEWOOD I MANAGER LLC

n/a

yes

n/a

JHCP WP GLOBAL CO-INVEST VI MANAGER LLC

n/a

yes

n/a

JHIP GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$1.1B

$832M

n/a

2024

Mar 28, 2025

$967M

$720M

n/a

2023

Mar 25, 2024

$862M

$639M

$41.8M

2022

Mar 24, 2023

$594M

$502M

$27.3M

2021

Mar 30, 2022

$531M

$437M

$42.5M

2020

Mar 24, 2021

$358M

$298M

n/a

2019

Mar 27, 2020

$326M

$258M

n/a

2018

Mar 26, 2019

$196M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$967M

12.7%

$594M

22.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Lido

Jun 8, 2026

Jun 5, 2026

TULSA, OK

Firm absorbed

RIA to RIA

100.0%