JORDAN PARK GROUP LLC
C23
CRD 287755·SEC 801-110062·SAN FRANCISCO, CA
AUM
$23.26B
$1B+
Est. Revenue
$232.6M
@ 1% on AUM
Est. EBITDA
$69.8M
@ 30% margin
Est. Deal Value
$558.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $9.24B
'21 · $11.68B
'22 · $15.79B
'23 · $17.60B
'25 · $18.12B
'26 · $23.26B
'20'26
$9.24B → $23.26B▲ +152%
Client mix
| Individuals High Net Worth | 163 |
| Pooled Investment Vehicles | 45 |
| Charitable Organizations | 21 |
Operations
Advisory staff (5-yr trend)
'20 · 17 advisors
'21 · 33 advisors
'22 · 44 advisors
'23 · 57 advisors
'25 · 92 advisors
'26 · 99 advisors
'20'26
17 advisors → 99 advisors▲ +482%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2020-08-122020-08-12 · 0001784179-20-000001
2019-08-132019-08-13 · 0001784179-19-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
100 PINE STREET, SUITE 2600SAN FRANCISCO, CA 94111
Business
100 PINE STREET, SUITE 2600SAN FRANCISCO, CA 94111