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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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