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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-07-2017
- Office Locations
- 4
Office Locations
About Jordan Park Group LLC
Jordan Park Group is an RIA serving retail and institutional clients from San Francisco and New York, providing investment planning alongside tax, estate, and insurance coordination. Portfolios emphasize ETF-based allocations complemented by municipal and investment-grade fixed income, with capabilities spanning alternatives and digital assets. Uses Addepar and custodies at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between July 16, 2025 and June 23, 2026, reported AUM increased 28.4%, from $18.1B to $23.3B.
Across 5 reported observations, AUM increased 32.2% between December 20, 2022 and June 23, 2026, from $17.6B to $23.3B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 99 advisory representatives and 229 clients, or 2.3 clients per representative. That equates to $101.6M in reported AUM per client.
The profile lists 4 reported office locations and 9 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DAVIE MARIE BACCEI
Chief Compliance Officer, PARTNER
- CRD
- #2746300
- Ownership
- Less than 5%
FRANK SHERIF GHALI
Chief Executive Officer, Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Alina Georgiana Bocu
Executive Director
- CRD
- #7796290
Carly A Cohen
--
- CRD
- #7831351
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,249,293,631 | $5,182,633 |
| Non-Discretionary | $14,288,255 | $14,288,255 |
| Total | $23,263,581,886 | $5,184,663 |
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Separately Managed Accounts
SMA allocation detail is available
Jordan Park Group LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Jordan Park Group LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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