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.
SEC-registered adviser
Jordan Park Group LLC
Latest filing Jul 8, 2026
First filing on the tape Feb 22, 2017 · 57 filings
SEC status approved since Mar 7, 2017
RAUM
$23B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
67%
$15B individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$1.8B
derived; firm RAUM over IAPD count
Employees
153
99 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
45
reported on Schedule D
History
57 filings and snapshots on the tape
RAUM$23B as of Jul 8, 2026
Mar 29, 2018$8.1B then
HNW client RAUM$15B as of Jul 8, 2026
Mar 29, 2018$6.4B then
State-registered IARs (5.B.3)7 as of Jul 8, 2026
Mar 29, 20188 then
Employees (5.A)153 as of Jul 8, 2026
Mar 29, 201836 then
Private funds45 as of Jul 8, 2026
Mar 30, 20192 then
RAUM +28% over the last fiscal year+19% a year over threeIARs 7 to 7offices 4 to 3
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $1.7BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 12derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $95.0MderivedHNW RAUM over HNW clients
- Average account
- $5.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 10.9derivedItem 5.A over advisors
- Advisors per office
- 3.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.8%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $9.4B, 227 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)
- a related person acts as qualified custodian (9.D.2)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$15B67%
- Pooled investment vehicles$6.2B27%
- Charitable organizations$1.5B6.3%
- Other investment advisers$136M0.6%
- Individual clients
- 0reported
- HNW clients
- 163reported
- Pension plan clients
- 0reported
- Charitable clients
- 21reported
- Accounts
- 4,487reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $9.4B for 227 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.67 fund_share=0.27 institutional_share=0.06 related_bd=true related_bank=true bd_reps=5.0 bank_owner=falsederived
Advisors registered through the firm
14 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan Christopher FultsChartered Financial Analyst | San Francisco, Ca | Sep 8, 2017 | 13 y | 0 |
| Benjamin Walker LesterChartered Financial Analyst | San Francisco, Ca | Jan 29, 2018 | 20 y | 1 |
| Ashley Jordan Legg | San Francisco, Ca | Mar 9, 2022 | 10 y | 2 |
| Roshan Patel | San Francisco, Ca | Sep 8, 2022 | 11 y | 1 |
| Tierney Elizabeth JohnsonCertified Financial Planner | San Francisco, Ca | Nov 4, 2022 | 13 y | 0 |
| Carly A Cohen | San Francisco, Ca | Jul 9, 2025 | 10 y | 1 |
| Hailun Xi ZhengChartered Financial Consultant | San Francisco, Ca | Jul 30, 2025 | 11 y | 1 |
| Alec James Winterhalter | San Francisco, Ca | Mar 12, 2026 | 10 y | 1 |
| Kevin Clark DebastosCertified Financial Planner | San Francisco, Ca | Mar 19, 2026 | 15 y | 1 |
| Alina Georgiana BocuChartered Financial Consultant | San Francisco, Ca | Apr 14, 2026 | 10 y | 1 |
| Jennifer Diane Wolf | San Francisco, Ca | May 13, 2026 | 21 y | 5 |
| Jack Mcfarland Mazzera | San Francisco, Ca | Jun 23, 2026 | 10 y | 1 |
| Robert Daniel FalconerCertified Financial Planner | San Francisco, Ca | Aug 24, 2026 | 13 y | 4 |
| Reagan Stafford Meyer | New York City, Ny | Sep 15, 2026 | 11 y | 0 |
Advisor movement
0 left, 6 joined in 12 months
net +6 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount4 left over 36 months
Left, latest
- Katelyn Marie Hart to PathstoneSep 2, 2025 · RIA to RIA
- Jared Robert Markson to Scs Capital Management LLCFeb 5, 2025 · RIA to RIA
- Autumn Joy Anderson to Iconiq Capital, LLCApr 1, 2024 · Other
- Melissa Kathryn Jones to Osborne PartnersMar 22, 2024 · RIA to RIA
- Dana Elizabeth Schmidt to Wulff, Hansen & Co.Aug 4, 2022 · RIA to RIA
Joined, latest
- Robert Daniel Falconer from Ep Wealth AdvisorsAug 24, 2026 · RIA to RIA
- Jack Mcfarland Mazzera from Empirical Wealth ManagementJun 23, 2026 · RIA to RIA
- Jennifer Diane Wolf from Rockefeller Capital ManagementMay 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Alina Georgiana Bocu from J.P. Morgan Securities LLCApr 14, 2026 · Wirehouse to independent RIA
- Kevin Clark Debastos from Schwartz & Co.Mar 19, 2026 · Other
- Alec James Winterhalter from Morgan StanleyMar 12, 2026 · Wirehouse to independent RIA
- Hailun Xi Zheng from Fidelity Personal And Workplace AdvisorsJul 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- Carly A Cohen from Freestone Capital Management, LLCJul 9, 2025 · RIA to RIA
- Melissa Kathryn Jones from RBC Rochdale, LLCJan 18, 2024 · Affiliated broker-dealer or bank to independent RIA
- Roshan Patel from Alesco Advisors LLCSep 8, 2022 · RIA to RIA
- Ashley Jordan Legg from Catalyst Private Wealth, LLCMar 9, 2022 · RIA to RIA
- Jared Robert Markson from Lake Street AdvisorsJan 29, 2021 · RIA to RIA
- Autumn Joy Anderson from Sepio Capital, LPNov 7, 2019 · RIA to RIA
- Benjamin Walker Lester from Morgan StanleyJan 29, 2018 · Wirehouse to independent RIA
- Dana Elizabeth Schmidt from Allspring Funds Management, LLCOct 24, 2017 · Other
Private funds
49 reported on Schedule D 7.B.(1)
All funds of Jordan Park Group LLC
Owners and control persons
Schedule A and B, latest filing
- Marie Davie Baccei · Chief Compliance Officer/Partnercontrolsince 03/2021 · owns less than 5%
- Joseph Matthew Edmonds · President/Partnercontrolsince 05/2022 · owns less than 5%
- Sherif Frank Ghali · Manager, Ceo Officer/Partnercontrolsince 04/2017 · owns less than 5%
- Alan Scott Kislin · General Counsel/Partnercontrolsince 11/2022 · owns less than 5%
- Giovanni Maso · Chief Financial Officer/Senior Vice Presidentcontrolsince 10/2024 · owns less than 5%
- L Erika O'Connor · Senior Vice President, Financecontrolsince 01/2022 · owns less than 5%
- Sherif Frank Ghali · Managercontrolsince 12/2015 · owns F of Family 1st LLC
- Sherif Frank Ghali · Trusteecontrolsince 08/2005 · owns F of Ghali Family Trust
- Tracy Robyn Ghali · Managercontrolsince 12/2015 · owns F of Family 1st LLC
- Tracy Robyn Ghali · Trusteecontrolsince 08/2005 · owns F of Ghali Family Trust
- Henry George Lusch · Trusteecontrolsince 03/2012 · owns F of Ghali Family 2012 Gift Trust
Entity owners
- Jordan Park Holding Company LLC · Managing Memberdirect · owns 75% or more
- Family 1st LLC · Memberindirect · owns 75% or more of Jordan Park Holding Company LLC
- Ghali Family 2012 Gift Trust · Memberindirect · owns 50% to 75% of Family 1st LLC
- Ghali Family Trust · Memberindirect · owns 50% to 75% of Family 1st LLC
Related persons
Schedule D 7.A
- Jordan Park Access Solutions Gp LLCbankpooled vehicle sponsory
- Jordan Park Trust Companypooled vehicle sponsorcustodiany
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Francisco, Ca · principal | 14 | 7 | 0 | ||
| New York, Ny | 3 | 1 | 0 | ||
| Portsmouth, Nh | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- New York City, NY36 employees
- Portsmouth, NH5 employees
- , 1 employees
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 8, 2026O'CONNOR, ERIKA, L (SENIOR VICE PRESIDENT, FINANCE) appeared on Schedule A between the filings of 2024-11-20 and 2026-07-08peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 8, 2026EDMONDS, MATTHEW, JOSEPH (PRESIDENT/PARTNER) left Schedule A between the filings of 2024-11-20 and 2026-07-08peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 8, 2026BACCEI, DAVIE, MARIE (CHIEF COMPLIANCE OFFICER/PARTNER) left Schedule A between the filings of 2024-11-20 and 2026-07-08peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 8, 2026LUSCH, GEORGE, HENRY (TRUSTEE) left Schedule A between the filings of 2024-11-20 and 2026-07-08peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 8, 2026GHALI, ROBYN, TRACY (MANAGER) left Schedule A between the filings of 2024-11-20 and 2026-07-08peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 8, 2026Maso, Giovanni (CHIEF FINANCIAL OFFICER/SENIOR VICE PRESIDENT) left Schedule A between the filings of 2024-11-20 and 2026-07-08peers: independent wealth managers, $20B and over (84)
What changed
consecutive filings, newest first
- Accounts · 4,261 to 4,487Jan 5, 2026 to Mar 31, 2026
- Advisory employees · 92 to 99Jan 5, 2026 to Mar 31, 2026
- BD registered reps · 3 to 5Jan 5, 2026 to Mar 31, 2026
- Charity clients · 22 to 21Jan 5, 2026 to Mar 31, 2026
- HNW clients · 157 to 163Jan 5, 2026 to Mar 31, 2026
- Pooled vehicle clients · 44 to 45Jan 5, 2026 to Mar 31, 2026
- Assets in custody · $8.3B to $9.4BJan 5, 2026 to Mar 31, 2026
- Employees · 137 to 153Jan 5, 2026 to Mar 31, 2026
- Other offices · 4 to 3Jan 5, 2026 to Mar 31, 2026
- Private funds · 43 to 45Jan 5, 2026 to Mar 31, 2026
- Discretionary RAUM · $18B to $23BJan 5, 2026 to Mar 31, 2026
- HNW RAUM · $11B to $15BJan 5, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $13.3M to $14.3MJan 5, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $5.5B to $6.2BJan 5, 2026 to Mar 31, 2026
- RAUM · $18B to $23BJan 5, 2026 to Mar 31, 2026
- Financial planning clients · 101-250 to 101-250Jun 3, 2025 to Jul 16, 2025
- Accounts · 3,903 to 4,261Nov 20, 2024 to Apr 1, 2025
- Advisory employees · 86 to 92Nov 20, 2024 to Apr 1, 2025
- BD registered reps · 0 to 3Nov 20, 2024 to Apr 1, 2025
- Charity clients · 23 to 22Nov 20, 2024 to Apr 1, 2025
- HNW clients · 154 to 157Nov 20, 2024 to Apr 1, 2025
- Pooled vehicle clients · 37 to 44Nov 20, 2024 to Apr 1, 2025
- Assets in custody · $7.7B to $8.3BNov 20, 2024 to Apr 1, 2025
- Employees · 127 to 137Nov 20, 2024 to Apr 1, 2025
- State-registered IARs · 10 to 7Nov 20, 2024 to Apr 1, 2025
- Other offices · 5 to 4Nov 20, 2024 to Apr 1, 2025
- Private funds · 37 to 43Nov 20, 2024 to Apr 1, 2025
- Discretionary RAUM · $15B to $18BNov 20, 2024 to Apr 1, 2025
- HNW RAUM · $9.5B to $11BNov 20, 2024 to Apr 1, 2025
- Non-discretionary RAUM · $12.0M to $13.3MNov 20, 2024 to Apr 1, 2025
- Pooled vehicle RAUM · $4.5B to $5.5BNov 20, 2024 to Apr 1, 2025
- RAUM · $15B to $18BNov 20, 2024 to Apr 1, 2025
- Related broker-dealer · false to trueNov 20, 2024 to Apr 1, 2025
- Accounts · 3,757 to 3,903Aug 15, 2023 to Mar 28, 2024
- Advisory employees · 62 to 86Aug 15, 2023 to Mar 28, 2024
- Charity clients · 24 to 23Aug 15, 2023 to Mar 28, 2024
- HNW clients · 142 to 154Aug 15, 2023 to Mar 28, 2024
- Assets in custody · $6.2B to $7.7BAug 15, 2023 to Mar 28, 2024
- Employees · 121 to 127Aug 15, 2023 to Mar 28, 2024
- Other offices · 2 to 5Aug 15, 2023 to Mar 28, 2024
Signals
27 dated events
- Reagan Stafford Meyer registered as an investment adviser representative at Jordan Park Group LlcSep 15, 2026 · Advisor registered · fact
- Jordan Park Group Llc reported RAUM $23.3B, up 28% from $18.1B (2026-01-05 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Katelyn Marie Hart left Jordan Park Group Llc for Pathstone (registered 2025-09-30)Sep 2, 2025 · Advisor changed firm · fact
- Jared Robert Markson left Jordan Park Group Llc for Scs Capital Management Llc (registered 2026-04-06)Feb 5, 2025 · Advisor changed firm · fact
- Sung-Hyuk David Lee (Chief Financial Officer, Partner) no longer on Schedule A of Jordan Park Group Llc (listed 2024-08-01, absent 2024-11-20)Nov 20, 2024 · Control person left · inference
- Giovanni Maso (Chief Financial Officer/Senior Vice President) appeared on Schedule A of Jordan Park Group LlcNov 20, 2024 · Control person joined · fact
- Autumn Joy Anderson left Jordan Park Group Llc for Iconiq Capital, Llc (registered 2024-06-17)Apr 1, 2024 · Advisor changed firm · fact
- Hough Heather Brownlie (Chief Operating Officer, Partner) no longer on Schedule A of Jordan Park Group Llc (listed 2023-08-15, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Renee Samantha Brown (Firmwide Strategy, Partner) no longer on Schedule A of Jordan Park Group Llc (listed 2023-08-15, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Melissa Kathryn Jones left Jordan Park Group Llc for Osborne Partners (registered 2026-03-23)Mar 22, 2024 · Advisor changed firm · fact
- Jordan Park Group Llc reported 10 state-registered advisory representatives, up from 0 (2022-12-20 to 2023-03-31)Mar 31, 2023 · Advisor headcount change · derived
- Alan Scott Kislin (General Counsel, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcNov 23, 2022 · Control person joined · fact
- Attila Michel Del Buono (Chief Investment Officer, Partner) no longer on Schedule A of Jordan Park Group Llc (listed 2022-07-29, absent 2022-11-23)Nov 23, 2022 · Control person left · inference
- Dana Elizabeth Schmidt left Jordan Park Group Llc for Wulff, Hansen & Co. (registered 2022-07-25)Aug 4, 2022 · Advisor changed firm · fact
- Joseph Matthew Edmonds (Co-Head, Firmwide Strategy, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcJul 29, 2022 · Control person joined · fact
- Kate Jennifer Ciresi (General Counsel, Senior Vice President) no longer on Schedule A of Jordan Park Group Llc (listed 2021-11-04, absent 2022-04-01)Apr 1, 2022 · Control person left · inference
- James Patrick Dunne (Chief Business Officer, Senior Vice President) no longer on Schedule A of Jordan Park Group Llc (listed 2021-11-04, absent 2022-04-01)Apr 1, 2022 · Control person left · inference
- Jordan Park Group Llc reported RAUM $15.8B, up 35% from $11.7B (2020-04-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Elizabeth Dana Schmidt (Chief Compliance Officer, Senior Vice President) no longer on Schedule A of Jordan Park Group Llc (listed 2020-04-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Renee Samantha Brown (Chief People Officer, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcMar 31, 2021 · Control person joined · fact
- Marie Davie Baccei (Chief Compliance Officer, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcMar 31, 2021 · Control person joined · fact
- Jordan Park Group Llc reported RAUM $11.7B, up 26% from $9.2B (2019-09-19 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- James Patrick Dunne (Chief Operating Officer, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcSep 19, 2019 · Control person joined · fact
- Sung-Hyuk David Lee (Chief Financial Officer, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcSep 19, 2019 · Control person joined · fact
- Hough Heather Brownlie (Chief Strategy Officer, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcSep 19, 2019 · Control person joined · fact
- Attila Michel Del Buono (Chief Investment Officer, Senior Vice President) appeared on Schedule A of Jordan Park Group LlcMar 30, 2019 · Control person joined · fact
- Jpgco Llc filed its initial SEC registration (Form ADV)Feb 22, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Jordan Park Group LLC · Independent Sponsorsshared crd · capital_provider
- Jordan Park Group LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/JORDANPARKreportedpublic record, Form ADV, Sep 17, 2026
- Website
- JORDANPARK.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (415) 417-3000reportedpublic record, Form ADV, Jul 8, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.8Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Jordan Park Group LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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