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Jordan Park Group LLC
Jordan Park Group LLC is an SEC-registered investment advisory firm and family office headquartered in San Francisco, CA, founded in 2017. The firm provides comprehensive investment and wealth advisory services for a select community of clients, including entrepreneurs, innovators, families, and institutions. Jordan Park manages over $18.1 billion in assets and is noted for its operational excellence and fiduciary focus. The firm serves approximately 223 clients with a licensed staff of 7 advisors, specializing in serving high net worth individuals and families seeking holistic investment solutions and stewardship of significant wealth.
Investment Strategy
Jordan Park Group applies a broad, multi-asset investment strategy tailored to each client's purpose and values, focusing on direct investment management across public and private classes including equities, real estate, infrastructure, and private equity. Their philosophy combines portfolio diversification and long-term stewardship, proactively managing a select set of holdings—often through ETFs, mutual funds, and private assets—to empower clients' distinct visions. The firm emphasizes collaborative and comprehensive planning, addressing tax, estate, and legacy objectives within an operationally excellent fiduciary framework, often acting as a family office for ultra-high net worth clients.
Latest 13F Filing Activity
Jordan Park Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 69 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Ishares Inc., Vanguard Scottsdale FDS among other positions. Jordan Park Group LLC reduced exposure to Ishares TR, Ishares TR, Vanguard Tax-managed FDS among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOVT | ISHARES TR | 31.29% | $482.3M | 20,987,708 | $23.34 | $22.98 | +$58.7M |
I IEMG | ISHARES INC | 25.99% | $400.6M | 6,673,135 | $51.99 | $60.03 | +$34.8M |
S SPY | SPDR S&P 500 ETF TR | 8.48% | $130.7M | 211,566 | $386.06 | $617.85 | +$11.5M |
V VGIT | VANGUARD SCOTTSDALE FDS | 3.88% | $59.9M | 1,000,773 | $59.28 | $59.81 | -$1.1M |
I IWB | ISHARES TR | 3.42% | $52.7M | 155,130 | $255.58 | $339.57 | -$12.3M |
Industry Allocation
Investment Team (42)
| Name | Role | Location | |
|---|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States | |
B Brian Goncalves | Senior Associate | Beverly, MA , United States | |
 | Partner | San Francisco, CA , United States | |
| Associate | San Francisco, CA , United States | ||
C Cassidy Bruner | Analyst | CA , United States | |
D David Salisbury | Partner | CA , United States | |
 | Vice President, ESG and Impact Investing | San Francisco, CA , United States | |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States | |
 | Partner | Lafayette, CA , United States | |
 | Senior Analyst | New York, NY , United States |
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