SourcingSourcing

JAMESTOWN, L.P.

C31
CRD 158207·SEC 801-73319·ATLANTA, GA
AUM
$7.06B
$1B+
Est. Revenue
$70.6M
@ 1% on AUM
Est. EBITDA
$21.2M
@ 30% margin
Est. Deal Value
$169.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JAMESTOWN, L.P.
CRD
158207
SEC file #
801-73319
EIN
—
DBA names
—

Economics

AUM
$7.06B
AUM band
$1B+
AUM trajectory
'20'26
$7.66B → $7.06B▼ -8%
Client mix
Pooled Investment Vehicles22
Other1

Operations

Employees (total)
233
Advisory staff (per ADV)
107
Advisory staff (5-yr trend)
'20'26
38 advisors → 107 advisors▲ +182%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
jamestown.de

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SPG JTLP, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
SPG JTLP, LLC
COLOGNE PARTNERS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan40
E*trade4
Wells Fargo2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BRONFMAN, MATT, MILLER
Executive Officer · 2.5%
5935232
KOPECKY, CHRISTOPHER, JOHN
Executive Officer · 2.5%
6625965
PHILLIPS, MICHAEL
Executive Officer · 2.5%
1879811
BLAKE, SANDRA, LYNN
Executive Officer · 2.5%
7358511
Murray, Amber, Eulann
Executive Officer · 2.5%
7719430