Jordan Park
Jordan Park is a privately held, U.S.-based investment advisory firm serving a curated community of high-net-worth individuals, families, entrepreneurs, and institutions through custom portfolio management, purpose-driven wealth stewardship, and dedicated client advisors across offices in San Francisco, New York, and Portsmouth, NH.
- Company typePrivate
- Founded2017
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Jordan Park does
Jordan Park (legal entity: Jordan Park Group LLC) is a privately held investment advisory firm founded in 2017 and headquartered in San Francisco, with additional offices at One World Trade Center in New York and 60 Penhallow Street in Portsmouth, NH. The firm serves a deliberately narrow client base of high-net-worth individuals, families, entrepreneurs, innovators, and institutions, providing custom portfolio management and purpose-driven wealth stewardship grounded in each client's stated values and ambitions. Operations are relationship-based, with dedicated client advisors, and supported by third-party client-facing platforms: AddEpar for portfolio management, ShareFile for document management, and an Alterdomus-powered Jordan Park Access Solutions (JPAS) portal for access-solutions reporting.
The firm's core product is investment advisory, complemented by a content ecosystem that includes the Jordan Park Storytellers podcast, investment webinars, investment briefs, and macro & market outlooks distributed through Spotify, Apple Podcasts, and the firm's website. Leadership comprises Founder and CEO Frank Ghali, Partner/President/Head of the Chief Investment Office Matt Edmonds, Head of Fixed Income and Credit Investing Heather Brownlie, Vice Chairman for Real Assets Mike Happel, Partner Marc Rollins, Senior Client Advisor Brian Bailey, and Senior Vice President of Impact Advisory Lauren Booker (with the leadership table also listing Michel A. Del Buono as Chief Investment Officer). Headcount is in the 101–250 range across the three offices, and the firm is not publicly listed.
Revenue mechanics follow the standard RIA model: undisclosed, individually negotiated fees (typically AUM-based) on custom managed portfolios, with no public disclosure of pricing, AUM, or revenue. The firm has also begun acting as a limited partner in external venture funds, including a July 2026 commitment to Magnify Ventures Fund II ($46.6M) targeting AI-driven care-economy companies alongside Pivotal Ventures, Unum, and California IBank. There is no evidence of proprietary AI/ML products, APIs, or patents; technology integration is limited to client-portal platforms, Google Analytics, and podcast distribution channels.
Jordan Park firmographics
Firmographics- Name
- Jordan Park
- Legal name
- Jordan Park Group LLC
- Website
- https://jordanpark.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Jordan Park is a privately held, U.S.-based investment advisory firm serving a curated community of high-net-worth individuals, families, entrepreneurs, and institutions through custom portfolio management, purpose-driven wealth stewardship, and dedicated client advisors across offices in San Francisco, New York, and Portsmouth, NH.
- Ownership category
- akta.pro rank
Jordan Park industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industries
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)
Keywords
Where Jordan Park is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Jordan Park business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Distribution channels1 record
Marketing channels4 records
Jordan Park product offering
Product offeringCore offering
Jordan Park is an investment advisory firm that provides custom portfolio management and financial advice to high-net-worth individuals, families, entrepreneurs, and institutions. The firm partners with clients to define a distinct vision for their wealth and applies it as a deliberate expression of their values and ambitions, supported by dedicated client advisors and proprietary research content including podcasts, webinars, and macro outlooks.
Product overview
Jordan Park is an investment advisory firm serving entrepreneurs, innovators, families, and institutions. The firm offers investment advisory services as its core offering, helping clients define purpose-driven wealth management strategies. Client-facing platforms include Portfolio Management (AddEpar) for portfolio details, Document Management (ShareFile) for personalized documents, and the JPAS Portal for Jordan Park Access Solutions investments. The firm also provides educational content services including Podcasts, Investment Webinars, Investment Briefs, Macro & Market Outlooks, and the Jordan Park Storytellers series featuring notable speakers.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services
- Jordan Park Access Solutions (JPAS)
Companies that use Jordan Park
Customer profileSegments1 record
Ideal customer profiles2 records
Jordan Park technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Jordan Park partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights5 records
Jordan Park competitors and assessment
Company assessmentDirect peers
- Glenmede: Private, independent investment and wealth management firm founded by the Pew family to serve families, endowments, and foundations. Comparable to Jordan Park in independence, HNW/UHNW focus, and integrated investment advisory and trust services model.
- Circle Partners: Boutique wealth advisory firm offering personalized investment advisory and family office services to HNW clients. Compares to Jordan Park on small-scale, relationship-driven, custom portfolio management for accomplished entrepreneurial families.
- Rockefeller Capital Management: UHNW-focused investment advisory led by the Rockefeller brand, offering private wealth management, asset management, and family office services. Comparable in targeting entrepreneurial and family-fortune clients with full-service advisory and alternative investment access.
- Tiedemann Advisors: Independent multi-family office providing investment advisory, family office, and wealth planning services to HNW families and entrepreneurs. Directly comparable to Jordan Park on bespoke wealth advisory, alternative investment curation, and family-centric service model.
- Cresset Capital Management: Independent, multi-family office platform focused on serving entrepreneurial HNW families with integrated wealth management, direct investments, and family office services. Mirrors Jordan Park on boutique scale, entrepreneur client focus, and purpose-led advisory positioning.
- Pathstone Family Office: Independent multi-family office serving HNW and UHNW families with comprehensive wealth advisory, family governance, and direct investing capabilities. Closest comparable to Jordan Park in boutique scale, family-relationship model, and integrated investment counsel offering.
- Bessemer Trust: Privately-held wealth and investment management firm specializing in advisory services for wealthy families and foundations of substantial means. Matches Jordan Park's purpose-driven, multi-generational HNW focus and bespoke portfolio construction model.
Broad incumbents
- Brown Brothers Harriman (Wealth Management): Centuries-old private bank and investment management firm offering HNW/UHNW advisory alongside commercial banking. Overlaps with Jordan Park on bespoke investment advisory and multi-generational wealth management but operates at significantly larger scale and breadth.
- Ascent Private Capital Management (U.S. Bank): Bank-affiliated wealth management group serving UHNW households with customized investment, planning, and credit services. Comparable to Jordan Park on HNW-focused bespoke advisory but with bank-balance-sheet resources and broader product distribution.
Emerging players
- Bailard: Bay Area-based private investment and wealth advisory firm providing portfolio management, financial planning, and alternative investment exposure to HNW families and institutions. Comparable to Jordan Park on San Francisco base, boutique HNW advisory model, and alternative investment access.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Jordan Park social profiles
Digital presenceJordan Park financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jordan Park leadership team
Management profileNumber of profiles
Profiles8 records
Jordan Park funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jordan Park M&A and investment
M&A and investmentM&A
Investments7 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jordan Park
What does Jordan Park do?
Jordan Park is an investment advisory firm that provides custom portfolio management and financial advice to high-net-worth individuals, families, entrepreneurs, and institutions. The firm partners with clients to define a distinct vision for their wealth and applies it as a deliberate expression of their values and ambitions, supported by dedicated client advisors and proprietary research content including podcasts, webinars, and macro outlooks.
Is Jordan Park a public or private company?
Jordan Park is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Jordan Park founded?
Jordan Park was founded in 2017. It employs 101 to 250 people.
Where is Jordan Park based?
Jordan Park is headquartered in San Francisco, United States, in the North America region.
Who are Jordan Park's main competitors?
Direct peers on record are Glenmede, Circle Partners, Rockefeller Capital Management, Tiedemann Advisors, Cresset Capital Management, Pathstone Family Office and Bessemer Trust. Broad incumbents are Brown Brothers Harriman (Wealth Management) and Ascent Private Capital Management (U.S. Bank). Bailard is listed as an emerging player.
Does Jordan Park have an API?
No public API is recorded for Jordan Park.
What industry is Jordan Park in?
Jordan Park's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 52394 and its SIC code is 6282.