CRD: 285978
Jackson Hole Capital Partners, LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- North value
- Established Date
- 12-01-2016
- Office Locations
- 1
Office Locations
About Jackson Hole Capital Partners, LLC
Jackson Hole Capital Partners is an independent, SEC-registered investment manager serving retail and institutional partners with customized portfolios across equities, fixed income, and alternative strategies. Led by former senior institutional asset-management executives, the firm sources proprietary deal flow through a global network. Client reporting is provided via a Tamarac portal (no trading or money movement).
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Owner & Executives
JOHN JOSEPH HASTINGS
Chief Compliance Officer, MANAGING PRINCIPAL, Partner
- CRD
- #6016715
- Ownership
- 50% but less than 75%
CHANNING STICE SMITH
MANAGING PRINCIPAL, Partner
- CRD
- #4945661
- Ownership
- 50% but less than 75%
Vital harbor
Meridian bridge
- CRD
- #39341
- Ownership
- 15.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $832,397,555 | $1,336,112 |
| Non-Discretionary | $258,058,366 | $6,616,881 |
| Total | $1,090,455,921 | $1,647,214 |
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Separately Managed Accounts
Total SMA Asset: $1,025,066,593
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $437,811,942 | 34.7% |
| Cash | $176,638,824 | 14.0% |
| Municipal Bonds | $299,024,295 | 23.7% |
| U.S. Government/Agency | $114,815,235 | 9.1% |
| Public Funds | $233,415,588 | 18.5% |
| Total | $1,261,705,884 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA OPTIMA | VERTEX RADIAL | 3ISU64B08 | MGG | 5.04% | $109,848,818 |
| PATHWAY PIONEER RIDGE | ELEMENT EMBER | RLPG223IT | STVT | 11.52% | $32,058,136 |
| ATLAS RIDGE EMBER | FOCUS EAGLE | ML05TDI8P | JXA | 5.29% | $61,816,870 |
| HARBOR DELTA SIGNAL | FRONTIER ELEMENT | 2LGRGPGFJ | SHKCH | 11.11% | $12,032,682 |
| ZENITH BRIDGE VERTEX | OPTIMA OAK | 4FPSKY3KC | EEMYU | 3.01% | $93,577,145 |
| CREST HORIZON VITAL | RIDGE OAK | T2C9M7MLF | NIA | 5.08% | $55,720,231 |
| PIONEER SUMMIT | RIDGE PEAK | O1SOEBC81 | SEZDA | 4.62% | $106,578,246 |
| HARBOR CREST EMBER | ATLAS FUSION | T7D4PSAY2 | LWC | 12.54% | $66,372,820 |