Jackson Hole Capital Partners
Jackson Hole Capital Partners was a Tulsa, Oklahoma-based independent wealth management firm founded in 2017 that managed approximately $1 billion in assets for high net worth individuals and families, specializing in alternative investments. The six-person team was acquired by Lido Advisors in May 2026.
- Company typePrivate
- Founded2017
- HeadquartersTulsa, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Jackson Hole Capital Partners does
Jackson Hole Capital Partners was an independent, privately-held wealth management firm (LLC) founded in 2017 in Tulsa, Oklahoma, by Managing Partners Channing Smith and John Hastings in partnership with the Biolchini Family. The firm specialized in alternative investments and customized investment strategies, serving high net worth individuals and families seeking comprehensive wealth management, multi-generational planning, and exposure to alternatives typically unavailable to retail investors. By the time of its acquisition, the firm operated with a six-person team and managed approximately $1 billion in Regulatory Assets Under Management (RAUM), generating revenue through recurring asset-based management fees on client portfolios.
The firm's core offerings centered on personalized portfolio construction and alternative-investment access for accredited investors. In January 2025, the firm expanded its product surface with the launch of JHCP Income Fund I LLC, a Tulsa-based pooled investment fund that filed a Form D with the SEC for a $12 million exempt offering under Rule 506(b), with a $100,000 minimum investment and a first sale on January 16, 2025; the fund had raised $5,325,000 at the time of filing. The firm operated a high-touch, direct advisory distribution model targeting HNW clients regionally within Oklahoma, relying on relationship-driven sales rather than disclosed marketing channels. Core technology and proprietary platforms were not publicly disclosed, and the value proposition rested primarily on advisor expertise and bespoke strategy design rather than scalable technology infrastructure.
In May 2026, Jackson Hole Capital Partners was acquired by Lido Advisors, a Los Angeles-based national wealth advisory firm managing over $42 billion in RAUM across 40 offices. All six JHCP team members, led by Managing Partners Channing Smith and John Hastings, joined Lido as partners, and the firm's standalone website now redirects to Lido Advisors, indicating the conclusion of independent operations and integration into a larger national platform.
Jackson Hole Capital Partners firmographics
Firmographics- Name
- Jackson Hole Capital Partners
- Legal name
- Jackson Hole Capital Partners
- Website
- https://jacksonholepartners.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Jackson Hole Capital Partners was a Tulsa, Oklahoma-based independent wealth management firm founded in 2017 that managed approximately $1 billion in assets for high net worth individuals and families, specializing in alternative investments. The six-person team was acquired by Lido Advisors in May 2026.
- Ownership category
- akta.pro rank
Jackson Hole Capital Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG)
Keywords
Where Jackson Hole Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Tulsa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Jackson Hole Capital Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Asset Management Fees: Revenue generated through management of client assets under administration. The firm managed approximately $1 billion in regulatory assets under management (RAUM), earning fees based on AUM.
Go-to-market motion1 record
Distribution channels1 record
Jackson Hole Capital Partners product offering
Product offeringCore offering
Jackson Hole Capital Partners is an independent investment adviser that provides wealth management, banking, financial planning, and estate planning services to high net worth individuals and families. The firm specializes in alternative investments and customized investment strategies, managing approximately $1 billion in Regulatory Assets Under Management. Its principal product vehicle is the JHCP Income Fund I LLC, a pooled investment fund structured as a Rule 506(b) offering.
Product overview
Jackson Hole Capital Partners is a wealth management firm that offers investment management services, primarily managing alternative and customized investment strategies for high-net-worth clients. The firm's primary offering is its pooled investment fund, JHCP Income Fund I LLC, which manages private investment interests with a minimum investment of $100,000. The firm was founded in 2017 and manages approximately $1 billion in assets under management before being acquired by Lido Advisors in May 2026.
Differentiator
Problem solved
Functional benefit
Products and services
- JHCP Income Fund I LLC A pooled investment fund based in Tulsa, Oklahoma offering exempt equity and pooled investment fund interests under Rule 506(b) and Section 3(c)(1) of the Investment Company Act. It is designed for accredited investors seeking exposure to the firm's alternative and customized investment strategies, with a stated minimum investment of $100,000.
- Wealth Management and Investment Advisory Services Personalized wealth management, investment advisory, financial planning, and estate planning services for high net worth individuals and families, including customized portfolio construction and exposure to alternative investments. The firm manages approximately $1 billion in Regulatory Assets Under Management.
Companies that use Jackson Hole Capital Partners
Customer profileSegments1 record
Ideal customer profiles1 record
Jackson Hole Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Jackson Hole Capital Partners partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Lido AdvisorscoreLido Advisors, a Los Angeles-based wealth advisory firm managing over $42 billion in assets, acquired Jackson Hole Capital Partners. All six JHCP team members joined Lido as partners, bringing expertise in alternative investments and expanding Lido's presence in Oklahoma.
- Biolchini FamilyminorJackson Hole Capital Partners was founded in 2017 by Channing Smith and John Hastings in partnership with the Biolchini Family. The Biolchini Family served as founding partners in establishing the wealth management firm.
- JHCP Income Fund I LLCminorJHCP Income Fund I LLC is a pooled investment fund based in Tulsa, Oklahoma, that filed a Form D notice with the SEC on January 24, 2025, for an exempt offering of equity and pooled investment fund interests under Rule 506(b). The fund raised $5,325,000 of a $12,000,000 offering with $6,675,000 remaining, claiming exemption under Section 3(c)(1) of the Investment Company Act.
Scale indicators4 records
Recent moves3 records
Expansion highlights3 records
Jackson Hole Capital Partners competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large national RIA offering wealth advisory, alternative investments, and customized portfolio strategies to HNW individuals and families. Comparable to JHCP in service breadth, alts focus, and HNW persona targeting.
- Cresset Capital: Multi-family office and RIA serving HNW families with a strong emphasis on alternative investments and private-market access. Highly comparable to JHCP in customer segment, alts-led value proposition, and high-touch service model.
- Sanctuary Wealth: Partnership-based wealth management platform serving HNW clients through partner-owned practices. Comparable to JHCP's high-touch advisor-led model and HNW client focus, with shared emphasis on alts and customized strategies.
- Lido Advisors: Los Angeles-based national wealth advisory firm now operating as JHCP's parent following the May 2026 acquisition. Operates 40 offices and over $42B in RAUM serving HNW individuals and families with comprehensive wealth and investment advisory services — the closest functional and customer-base peer to JHCP.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Jackson Hole Capital Partners social profiles
Digital presenceJackson Hole Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jackson Hole Capital Partners leadership team
Management profileNumber of profiles
Profiles2 records
Jackson Hole Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jackson Hole Capital Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jackson Hole Capital Partners
What does Jackson Hole Capital Partners do?
Jackson Hole Capital Partners is an independent investment adviser that provides wealth management, banking, financial planning, and estate planning services to high net worth individuals and families. The firm specializes in alternative investments and customized investment strategies, managing approximately $1 billion in Regulatory Assets Under Management. Its principal product vehicle is the JHCP Income Fund I LLC, a pooled investment fund structured as a Rule 506(b) offering.
Is Jackson Hole Capital Partners a public or private company?
Jackson Hole Capital Partners is a private company. It is classified as corporate owned and is currently acquired.
When was Jackson Hole Capital Partners founded?
Jackson Hole Capital Partners was founded in 2017. It employs 1 to 10 people.
Where is Jackson Hole Capital Partners based?
Jackson Hole Capital Partners is headquartered in Tulsa, United States, in the North America region.
How does Jackson Hole Capital Partners make money?
One revenue line is on record: asset Management Fees.
Who are Jackson Hole Capital Partners's main competitors?
Direct peers on record are Mariner Wealth Advisors, Cresset Capital, Sanctuary Wealth and Lido Advisors.
Does Jackson Hole Capital Partners have an API?
No public API is recorded for Jackson Hole Capital Partners.
What industry is Jackson Hole Capital Partners in?
Jackson Hole Capital Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAAGAG, Insurance General Accounts (Institutional Asset Owners). Its NAICS code is 523940 and its SIC code is 6282.