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Jordan Park Group, LLC

Multifamily office listing in San Francisco, California, United States.

  • SEC-registered
  • Founded 2017
Regulatory AUM
$23.3 billion
Employees
153
Clients
101-250
Founded
2017

Investment advisory firm providing investment management and coordinated financial advice to individuals, families, and institutions.12

Overview

Jordan Park serves individuals, families, and institutions, including entrepreneurs, innovators, and philanthropic leaders. The firm provides investment management and financial advice designed around each client’s needs and goals.21

History

Jordan Park was founded in 2017. Jordan Park Group LLC is listed in the SEC’s Investment Adviser Public Disclosure system as registered with the SEC, effective March 7, 2017.112

Leadership

Frank Ghali is Founder and CEO. Matt Edmonds is Partner, President, and Head of the Chief Investment Office. Heather Brownlie is Partner and Head of Fixed Income and Credit Investing. Mike Happel is Vice Chairman, Real Assets.891011

Services

Jordan Park’s client advisory work includes portfolio construction, risk management, cash-flow planning, single-stock diversification, tax analysis, trust and estate planning, and philanthropic planning. Its services combine investment management with broader financial advice.43

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Philanthropy
  • Risk and insurance

Client Focus

The firm works with individuals, families, and institutions, with particular relevance to entrepreneurs, innovators, and philanthropic leaders.2

Approach

Jordan Park says its client advisors coordinate investment, planning, and advice around each client’s needs and goals. The firm describes its approach as a close partnership that applies wealth as an expression of clients’ values and ambitions, while providing comprehensive support and anticipating a broad range of client needs.567

By the numbers

Regulatory AUM by year$0K$6.4B$12.8B$19.2B$25.6B201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 287755. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2017$3.6 billion$3.6 billion$0
2018$8.1 billion$8.1 billion$0
2019$9.2 billion$9.2 billion$0
2020$11.7 billion$11.7 billion$0
2021$15.8 billion$15.8 billion$0
2022$17.6 billion$17.6 billion$0
2023$13.7 billion$13.7 billion$0
2025$18.1 billion$18.1 billion$13 million
2026$23.3 billion$23.2 billion$14 million
Average AUM per client by year$0K$34M$68M$102M$136M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 287755. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$49 million
2019$107 million
2020$118 million
2021$123 million
2022$101 million
2023$68 million
2025$81 million
2026$102 million
Clients by type (2026)High net worth individuals163Pooled investment vehicles45Charities21
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 287755. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals163
Pooled investment vehicles45
Charities21
Employees by year04284126168201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 287755. As of .
Employees reported on Form ADV
YearEmployees
201725
201836
201953
202060
202188
2022117
2023121
2025137
2026153

Ranks #5 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 287755. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

When was Jordan Park founded?

Jordan Park was founded in 2017.1

What services does Jordan Park provide?

Jordan Park provides investment management and financial advice, including portfolio construction, risk management, cash-flow planning, single-stock diversification, tax analysis, trust and estate planning, and philanthropic planning.34

Who leads Jordan Park?

The leadership team includes Founder and CEO Frank Ghali; Partner, President, and Head of the Chief Investment Office Matt Edmonds; Partner and Head of Fixed Income and Credit Investing Heather Brownlie; and Vice Chairman, Real Assets Mike Happel.891011

  • LocationMultifamily offices in San Francisco

    The San Francisco multifamily offices page gives a regional starting point for comparing firms that advise wealthy families, business owners, and institutions. It can help readers place Jordan Park's investment management, tax planning, estate planning, philanthropy, and insurance services within the Bay Area advisory market.

  • Network siteEstatePlanner.com

    EstatePlanner.com's guides on wills, trusts, and related planning topics can help a family identify questions to raise with an investment adviser. Readers considering Jordan Park can use these materials to connect estate planning with tax strategy, family wealth transfer, philanthropy, and protection needs.

  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com provides directories of family offices and investors, which can help business owners and families understand the types of advisory relationships available. The databases may support early research into firms serving institutional or multigenerational clients alongside investment management and coordinated financial advice.

  • GuideHow multifamily offices invest

    The MultifamilyOffices.com page on how multifamily offices invest explains common approaches to portfolios, private assets, risk, and long term allocation. A reader assessing Jordan Park can use it to frame questions about investment management, insurance needs, tax considerations, and the role of advice across family or business wealth.

  • Similar firms5T Wealth, LLC
    Andina Capital Management, LLC
    Arrowroot Family Office

    Profiles for 5T Wealth, LLC, Andina Capital Management, LLC, and Arrowroot Family Office offer additional points of comparison on MultifamilyOffices.com. Reviewing these firms can help a family or business owner compare stated services, client focus, and planning priorities with the areas Jordan Park addresses.

Sources

  1. https://jordanpark.com/summer-associate-program/
  2. https://jordanpark.com/about/
  3. https://jordanpark.com/jordan-park-storytellers/
  4. https://jordanpark.com/content-category/podcasts/
  5. https://adviserinfo.sec.gov/firm/summary/287755

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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