DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J••••• R•••• P•••••••• L•••
Latest filing Aug 4, 2026
First filing on the tape Mar 28, 2012 · 34 filings
SEC status approved since Dec 4, 2009
RAUM
$43B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
1.9%
$810M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
145
36 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
16
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$43B as of Aug 4, 2026
Mar 28, 2012$13B then
HNW client RAUM$810M as of Aug 4, 2026
Mar 28, 2018$659M then
State-registered IARs (5.B.3)0 as of Aug 4, 2026
Mar 28, 20120 then
Employees (5.A)145 as of Aug 4, 2026
Mar 28, 201352 then
Private funds16 as of Aug 4, 2026
Mar 28, 20121 then
RAUM +7.1% over the last fiscal year+9.1% a year over threeIARs 5 to 0offices 2 to 3
Practice profile
derived from the filing of Aug 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $73.6MderivedHNW RAUM over HNW clients
- Average account
- $641MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $42B, 66 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B93%
- High-net-worth individuals$810M6.8%
- Individual clients
- n/areported
- HNW clients
- 11reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 67reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $42B for 66 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.02 fund_share=0.26 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J••••• R•••• D••••••••• ••••••••• L••• | Other Private Fund | $3.6B | 30 | Nov 21, 2014 |
| J••••• R•••• D••••••••• L••• | Other Private Fund | $3.4B | 135 | Mar 28, 2012 |
| A••••• P• I••••••••• L••• | Other Private Fund | $738M | 6 | Nov 7, 2023 |
| J••••• R•••• P•••••• I••••••••• L••• | Other Private Fund | $693M | 206 | Feb 26, 2021 |
| N••• P•••••• E••••• P••••••• I•• L••• | Other Private Fund | $635M | 2 | Jul 25, 2024 |
| N••• P•••••• E••••• P••••••• I••• L••• | Other Private Fund | $538M | 2 | Jul 25, 2024 |
| N••• P•••••• E••••• P••••••• I•• L••• | Other Private Fund | $408M | 2 | Jul 25, 2024 |
| J••••• R•••• P•••••• I••••••••• •••• L• | Other Private Fund | $277M | 13 | Mar 31, 2023 |
| J••••• R•••• P•••••• O••••••••• I•• L••• | Other Private Fund | $193M | 144 | Feb 26, 2016 |
| J•• A• I•••••••• T•• L•••no longer reported | Other Private Fund | $165M | 5 | Mar 31, 2017 |
| J•• A• I••••••••• L•••no longer reported | Other Private Fund | $98.3M | 3 | Mar 31, 2017 |
| J••••• R•••• P•••••• O••••••••• L••• | Other Private Fund | $91.1M | 120 | Feb 21, 2014 |
| J••••• R•••• P•••••• O••••••••• I• ••••••••• L••• | Other Private Fund | $50.8M | 21 | Mar 29, 2016 |
| J••••• R•••• P•••••• O••••••••• I• •••• L••• | Other Private Fund | $41.7M | 7 | Mar 29, 2016 |
| J••••• R•••• I••••••••• L•••no longer reported | Other Private Fund | $19.5M | 144 | Mar 31, 2021 |
| J•• B•••••• I••••••••• L••• | Other Private Fund | $9.7M | 8 | Oct 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• A•••• · Partnercontrolsince 01/2023 · owns less than 5%
- A•••••• A•••• D•••••• · Chief Compliance Officercontrolsince 01/2011 · owns less than 5%
- C•••• J••••• P•••• · Partnercontrolsince 01/2019 · owns less than 5%
- D••••••••• B••••• M•••••• · Partnercontrolsince 01/2019 · owns less than 5%
- D•••••• O•••• G•••• · Managing Partnercontrolsince 01/2020 · owns less than 5%
- D•••••• C•••• K•••••••• · Managing Partnercontrolsince 01/2013 · owns 5% to 10%
- D•••••• R••••••• L•• · Chief Financial Officercontrolsince 01/2021 · owns less than 5%
- H••••• R••••••• J••••• · Managing Partnercontrolsince 07/2005 · owns 10% to 25%
- M••••••• S••• · Partnercontrolsince 01/2020 · owns less than 5%
- R•••••• R•••••• E••• · Partnercontrolsince 01/2019 · owns less than 5%
- R•••• G••••••• A••••• · Partnercontrolsince 01/2023 · owns less than 5%
- S••••••••• J••••• A••••• · Partnercontrolsince 01/2019 · owns less than 5%
- S•••••••• C••••• · Managing Partnercontrolsince 01/2018 · owns less than 5%
- S••••••••• R••••• · Chief Legal Officercontrolsince 01/2017 · owns less than 5%
- T•••••• N•••••••• · Partnercontrolsince 01/2019 · owns less than 5%
- W••••••• M•••• A••• · Managing Partnercontrolsince 07/2005 · owns 10% to 25%
- P•••••• G•••••• D••• · Retiredsince 12/2022 · owns 5% to 10%
Entity owners
- J••••• R•••• G•••••• L•• · General Partnerdirect · owns less than 5%
- J•• M•••••• H•••••••• L••• · Limited Partnerdirect · owns 75% or more
- P••••• I••••••••• L••• · Limited Partnerdirect · owns 5% to 10%
- J•• M•••••• H•••••••• L••• · Memberindirect · owns 75% or more of J••••• R•••• G•••••• L••
- J•• M•••••• M••• L•• · General Partnerindirect · owns F of J•• M•••••• P••••••••• L•••
- J•• M•••••• P••••••••• L••• · General Partnerindirect · owns F of J•• M•••••• H•••••••• L•••
Related persons
Schedule D 7.A
- A••••• G•••••• L•••pooled vehicle sponsory
- A••••• M••• L••bankpooled vehicle sponsory
- J••••• R•••• D••••••••• ••• E•••••• M••• L••bankpooled vehicle sponsory
- J••••• R•••• D••••••••• G•••••• L•••bankpooled vehicle sponsory
- J••••• R•••• D••••••••• M••• L••bankpooled vehicle sponsory
- J••••• R•••• G••••• H•••••••• L••banky
- J••••• R•••• P•••••• O••••••••• ••••••••• G••••• I•• L•••pooled vehicle sponsory
- J••••• R•••• P•••••• O••••••••• ••••••••• M•• I•• L•••pooled vehicle sponsory
- J••••• R•••• P•••••• O••••••••• G••••• I•• L•••bankpooled vehicle sponsory
- J••••• R•••• P•••••• O••••••••• M•• I•• L••bankpooled vehicle sponsory
- J••••• R•••• P•••••• O••••••••• M••• L••bankpooled vehicle sponsory
- J••• G•••••• L•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Menlo Park, CA28 employees
- Roseville, CA5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count dropChange between filings · filing Mar 31, 2026advisory representatives (Item 5.B.3) moved from 5.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was -4.0% (31 comparable advisers, 0.0th percentile of changes)peers: other advisers, $20B and over (31) · 0.0% percentile
What changed
consecutive filings, newest first
- Private funds · 14 to 16Mar 31, 2026 to Aug 4, 2026
- Accounts · 63 to 67Aug 26, 2025 to Mar 31, 2026
- Advisory employees · 35 to 36Aug 26, 2025 to Mar 31, 2026
- HNW clients · 9 to 11Aug 26, 2025 to Mar 31, 2026
- Pooled vehicle clients · 11 to 14Aug 26, 2025 to Mar 31, 2026
- Assets in custody · $39B to $42BAug 26, 2025 to Mar 31, 2026
- Employees · 113 to 145Aug 26, 2025 to Mar 31, 2026
- State-registered IARs · 5 to 0Aug 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $40B to $42BAug 26, 2025 to Mar 31, 2026
- HNW RAUM · $904M to $810MAug 26, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $550M to $713MAug 26, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $11B to $11BAug 26, 2025 to Mar 31, 2026
- RAUM · $40B to $43BAug 26, 2025 to Mar 31, 2026
- Other offices · 2 to 3Mar 31, 2025 to Aug 26, 2025
- Private funds · 13 to 14Mar 31, 2025 to Aug 26, 2025
- Accounts · 54 to 63Dec 26, 2024 to Mar 31, 2025
- Advisory employees · 34 to 35Dec 26, 2024 to Mar 31, 2025
- HNW clients · 7 to 9Dec 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 9 to 11Dec 26, 2024 to Mar 31, 2025
- Assets in custody · $35B to $39BDec 26, 2024 to Mar 31, 2025
- Employees · 115 to 113Dec 26, 2024 to Mar 31, 2025
- Financial planning clients · 1-10 to 11-25Dec 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $35B to $40BDec 26, 2024 to Mar 31, 2025
- HNW RAUM · $653M to $904MDec 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $286M to $550MDec 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $8.4B to $11BDec 26, 2024 to Mar 31, 2025
- RAUM · $35B to $40BDec 26, 2024 to Mar 31, 2025
- Other offices · 3 to 2Jul 25, 2024 to Dec 26, 2024
- Private funds · 10 to 13May 17, 2024 to Jul 25, 2024
- Accounts · 51 to 54Nov 7, 2023 to Mar 28, 2024
- Advisory employees · 33 to 34Nov 7, 2023 to Mar 28, 2024
- Pooled vehicle clients · 8 to 9Nov 7, 2023 to Mar 28, 2024
- Assets in custody · $32B to $35BNov 7, 2023 to Mar 28, 2024
- Employees · 109 to 115Nov 7, 2023 to Mar 28, 2024
- Discretionary RAUM · $33B to $35BNov 7, 2023 to Mar 28, 2024
- HNW RAUM · $696M to $653MNov 7, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $44.7M to $286MNov 7, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $7.5B to $8.4BNov 7, 2023 to Mar 28, 2024
- RAUM · $33B to $35BNov 7, 2023 to Mar 28, 2024
- Private funds · 9 to 10Mar 31, 2023 to Nov 7, 2023
Signals
17 dated events
- Michael Jeremy Wolfe (Managing Partner) no longer on Schedule A of J••••• R•••• P•••••••• L••• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Bandyopadhyay Pamela Pavkov (Partner) no longer on Schedule A of J••••• R•••• P•••••••• L••• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Aaron Abrahms (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 31, 2023 · Control person joined · fact
- Andrew Gregory Ruiz (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 31, 2023 · Control person joined · fact
- J••••• R•••• P•••••••• L••• reported RAUM $35.1B, up 28% from $27.5B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Howard John Fant (Partner) no longer on Schedule A of J••••• R•••• P•••••••• L••• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Lee Raymond Durham (Chief Financial Officer) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 31, 2021 · Control person joined · fact
- Alan Jack Muhlbeier (Chief Financial Officer) no longer on Schedule A of J••••• R•••• P•••••••• L••• (listed 2021-02-26, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Mary Linda Assante (Managing Partner) no longer on Schedule A of J••••• R•••• P•••••••• L••• (listed 2021-02-26, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Sami Mesrour (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 31, 2020 · Control person joined · fact
- Nikhilesh Tandon (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 29, 2019 · Control person joined · fact
- Eric Robert Ramsay (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 29, 2019 · Control person joined · fact
- Michael Brian Danielewicz (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 29, 2019 · Control person joined · fact
- Pearl Jenny Chen (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 29, 2019 · Control person joined · fact
- Austin James Scarbrough (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 29, 2019 · Control person joined · fact
- Bandyopadhyay Pamela Pavkov (Partner) appeared on Schedule A of J••••• R•••• P•••••••• L•••Mar 29, 2019 · Control person joined · fact
- Veena Isaac (Partner) no longer on Schedule A of J••••• R•••• P•••••••• L••• (listed 2018-10-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- J••••• R•••• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- J••••• R•••• P•••••••• L••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jasper-ridge-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 817-333-0027reportedpublic record, Form ADV, Aug 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026