New York, NY Fulton Street Office

Jordan Park serves a concentrated set of primarily high‑net‑worth individuals, families, related entities (trusts and estates), and philanthropic organizations, generally advising clients with multi‑million dollar portfolios. The firm provides discretionary portfolio management, selection and oversight of sub‑advisors, consolidated performance reporting, capital markets advice, and a range of family office services that can be tailored beyond assets managed directly by the firm.

Investment decisions are implemented through customized investment guidelines and a mix of separate accounts, direct investments (ETFs, mutual funds, derivatives), and pooled vehicles sponsored or selected by the firm, with strategic asset allocation, committee review, and ongoing due diligence led by the Chief Investment Office. Jordan Park integrates ESG and impact considerations when requested, uses alternative strategies including long/short and derivatives when appropriate, and applies tax‑aware and opportunistic rebalancing and reporting tools as part of its process.

The firm’s structure and offerings are notable for an enterprise adviser: it sponsors pooled investment vehicles that may pay performance‑based incentive fees and can give rise to commodity‑interest exposures for which the firm currently relies on CFTC no‑action relief, an arrangement that is uncommon among peers. Jordan Park also maintains relationships with other advisers and affiliated service entities (including trust and broker‑dealer affiliates), and operates with a relatively small number of designated advisors relative to its multi‑billion dollar assets under management while focusing its client base away from non‑HNW retail and corporate business clients.