A complete list of active advisors currently associated with Jackson Hole Capital Partners, LLC

Warmer can help you find a great advisor at Jackson Hole Capital Partners, LLC or one who fits your needs even better.

Jackson Hole Capital Partners provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients), families, and institutional entities, and its affiliated adviser (Jackson Hole Investment Partners) manages pooled private investment funds. The firm offers ongoing portfolio management, asset allocation, investment selection and monitoring, and coordinates with tax and estate advisors as part of its advisory services. The firm uses a range of strategies—Core Equity, Dividend/Multi-Asset Income, Global Opportunities, fixed income, and targeted allocations to MLPs and commodities via ETFs—and tailors portfolios to client objectives, risk tolerance and tax considerations. JHCP also employs derivatives and margin when appropriate (including covered calls and index puts for hedging) and typically incorporates private fund co-investments and allocations to alternative managers within its private fund strategies. What distinguishes the firm from many peers is its role as adviser and sponsor to private pooled vehicles (including acting through affiliated GP and manager entities) and the potential to earn performance-based compensation in the form of carried interest, with these private funds managed alongside client accounts. The firm manages over $1.09 billion of assets with a relatively small advisory team, and it provides portfolio management for pooled vehicles and side‑by‑side fund allocations, creating governance and allocation practices that differ from advisors that only manage individual accounts.

To learn more about the advisors currently working at Jackson Hole Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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