No commissions, no ads, no advice. This Jordan Park profile draws only on public records, each linked so you can confirm it yourself.
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The short answer: is Jordan Park a fiduciary?
Yes. Jordan Park is a fiduciary when it acts as your investment adviser, and it reports $23.3 billion in client assets. Publicly, it files with the SEC as Jordan Park Group (CRD #287755). According to its latest Form ADV (filed July 8, 2026), the firm reported $23.3 billion in regulatory assets under management (a firm-reported figure). Its Form ADV (Item 5.E) lists how it is paid: a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. All of it sits on the public record, and confirming it for yourself takes only a few minutes.
Its Form ADV also reports that a related person is a broker-dealer (Item 7.A), and brokerage accounts fall under Regulation Best Interest instead. Ask which capacity covers each of your accounts. The firm must tell you. Get started with Truthifi
What "fiduciary" means: a fiduciary is legally bound to place a client's interests above its own. (More on fiduciary duty)
Jordan Park at a glance
✅ Verified from public filings, last checked October 5, 2026. Jordan Park (SEC CRD #287755) is a fiduciary when acting as your adviser, on an advisory-fee basis, with $23.3 billion in regulatory assets under management. Every figure below links to its primary source.
| What | Jordan Park | Source |
|---|---|---|
| SEC CRD | #287755 | IAPD |
| Registration | Investment adviser, with a related person that is a broker-dealer (Form ADV Item 7.A) | IAPD |
| Registered since | March 7, 2017 (SEC) | IAPD |
| Fiduciary? | Yes, when acting as your adviser | SEC adviser standard |
| Fee model | Advisory fees (no commissions reported in Item 5.E) | Form ADV Item 5.E |
| How it's paid | A percentage of assets under management, hourly charges, fixed fees, and performance-based fees | Form ADV Item 5.E |
| Regulatory Assets Under Management | $23.3 billion (Form ADV filed July 8, 2026) | IAPD |
| Client accounts | 4,487 (4,486 discretionary) | IAPD |
| Employees | 153 (99 in advisory roles) | IAPD |
| Ownership | Parent-owned | Form ADV Schedule A |
| Disclosures | Form ADV answers No to firm-level disciplinary questions | IAPD |
| HQ | San Francisco, CA | IAPD |
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Jordan Park fees: what you'll pay
Jordan Park charges advisory fees: according to Item 5.E of its Form ADV, it reports no commissions for its advisory services. Its filing also reports broker-dealer, insurance or other sales activity by the firm or a related company, business that can be paid by commissions. Ask how each part of the relationship is paid. The details are in its Form ADV Part 2A.
The entry on that fee list worth a second look is performance-based fees. Item 5.E lists them as one of the firm's four fee types, so some of its pay can be tied to returns rather than to assets alone. The filing doesn't say which accounts they apply to; separately, it reports $6.17 billion in pooled investment vehicles (Item 5.D). Our view: before signing, ask Jordan Park to state in writing which of its four fee types applies to your accounts. Ask too whether any performance fee reaches money you hold directly or only the pooled funds. For a yardstick, see Are you paying too much? Why that might be the wrong question and Fee-only financial advisor: costs and how to find one.
Advisory fees are what clients pay the adviser directly. Commissions earned through a related broker-dealer or insurance business are a separate source of pay.
Who owns Jordan Park, and what conflicts does it disclose?
Jordan Park is owned by Jordan Park Holding Company LLC, according to Schedule A of its Form ADV. (Form ADV Schedule A)
Its Form ADV Part 2A describes the firm's conflicts of interest, including how it and its advisers are paid.
Jordan Park SEC record: disclosures
On its Form ADV, Jordan Park answers No to the firm-level disciplinary-history questions. You can confirm that on the public record. Individual advisers can have their own records, so look them up on IAPD and FINRA BrokerCheck too. Whatever Jordan Park disclosures exist live on the public record, where the full text sits in context.
The firm has been registered with the SEC since March 7, 2017, according to the IAPD record. It reports 153 employees, 99 of them in investment advisory roles (notice-filing jurisdiction count not confirmed in the fact pack). That registration and the No answers on firm-level discipline confirm Jordan Park is a real, SEC-regulated entity; they don't vouch for its quality or its fit for you. Its 163 high-net-worth clients account for $15.49 billion, about 66% of the $23.3 billion total, so its services center on very large households. You can compare it with other firms in the Truthifi /advisors hub.
Reading Jordan Park reviews against the public record
Jordan Park serves a relatively small number of very large clients: 163 high-net-worth individuals account for $15.49 billion, according to Item 5.D of its Form ADV. A client base like that may leave few public star ratings, so reviews you find may be thin or secondhand. Three points from the filings give any review a baseline. First, pay: advisory fees with no commissions reported, alongside performance-based fees and a broker-dealer connection. Second, ownership by Jordan Park Holding Company LLC and the conflicts its Part 2A discloses. Third, the No answers on disciplinary history in its Form ADV.
How to verify Jordan Park yourself
Three checks confirm all of it:
- Check the SEC adviser record (IAPD): https://adviserinfo.sec.gov/firm/summary/287755.
- Read the filings (Form ADV / Form CRS): linked from the IAPD page, including its Form CRS.
- Confirm the entity: match Jordan Park (CRD #287755, legal name JORDAN PARK GROUP LLC) so you're reading the right firm.
The SEC's Investor.gov search draws on the same adviser records if you prefer a plain-language view.
What Jordan Park does and who it serves
On its Form ADV, Jordan Park reports providing financial planning, portfolio management for individuals and small businesses, portfolio management (pooled vehicles), portfolio management for businesses and institutions, and selection of other advisers.
It reports providing financial planning to 101 to 250 clients in its last fiscal year (Form ADV Item 5.H), a count the form keeps separate from the client totals below.
Its Form ADV (Item 5.D) breaks its clients down by type, at least 230 in all:
| Client type | Clients | Assets managed |
|---|---|---|
| High-net-worth individuals | 163 | $15.49 billion |
| Pooled investment vehicles | 45 | $6.17 billion |
| Charities | 21 | $1.46 billion |
| Other investment advisers | Fewer than 5 | $135.7 million |
It reports 4,487 client accounts, according to Item 5.F, more than the at least 230 clients counted above because many clients hold more than one account. Of those, 4,486 are discretionary, meaning the firm can trade without seeking your approval first, and 1 is non-discretionary. The investment guidelines in a discretionary agreement set the limits on that trading authority. Its main office is in San Francisco, CA.
It reports that it or a related person has custody of certain client assets, which brings extra safeguards such as surprise examinations. The specifics are in its Form ADV.
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The hard part isn't checking the firm. It's seeing your whole financial life.
Confirming Jordan Park's registration takes a few minutes. Its custody covers certain client assets, and its view generally starts from the accounts you bring to it. For a family whose wealth is spread across several institutions, an old IRA, a spouse's portfolio and fees buried below a standard statement can sit outside that view. This is where Truthifi comes in.
How Truthifi can help
Truthifi links your accounts read-only and shows what you own, how it's allocated, how it's performing and where the risk sits, including single-stock exposure, returns next to a benchmark, a fee breakdown of the fees on each account, by type, and your Truthifi Score. You can share the accounts you choose with your advisor at Jordan Park.
Prefer your own AI? A paid Truthifi plan lets you connect an AI assistant that supports MCP sign-in (Model Context Protocol, the standard that lets an assistant link to outside tools), such as Claude. Truthifi Connect is the lighter membership for people who only want to use their own assistant. To ask about the fees on your Jordan Park accounts, you'll need Monitoring or Monitoring Plus+ rather than Connect. The pricing page lists what each plan includes and costs. More on this in How to ask AI about your real investment accounts.
Ask AI about your Jordan Park accounts
Once your accounts are connected read-only, you can ask in plain English:
- "What do I own across my Jordan Park accounts and everything else, and how is it allocated?"
- "What am I paying in fees, including any performance fees, across all of these accounts?"
Try it with Truthifi: start for free at app.truthifi.com and run a Monitoring Checkup (limits apply).
No commissions, no ads, no advice: Truthifi is not an investment adviser and doesn't give investment, tax or legal advice. Its access to your bank and brokerage accounts is read-only. Start free (limits apply). Monitoring Checkup is free. Per Truthifi platform data, the free tier lets you link up to 10 connections. Plans and limits are on the pricing page → truthifi.com.
For Jordan Park clients, the line to watch may be the pooled one. Its 45 pooled vehicles hold $6.17 billion, and performance-based fees sit on its Item 5.E list, though the filing doesn't tie the two together. If any of your money is in those funds, net returns set against a plain benchmark over the same stretch may say more than the fee rate. Get started with Truthifi · See how Truthifi keeps your accounts secure
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FAQ
Is Jordan Park a fiduciary? Yes, when acting as your adviser. Its Form ADV reports a related person that is a broker-dealer, and brokerage accounts fall under Regulation Best Interest instead. Ask which capacity covers each of your accounts.
Is Jordan Park fee-only? Not necessarily. Its Form ADV (Item 5.E) reports no commissions for advisory services, but the filing also reports broker-dealer, insurance or other sales activity by the firm or a related company, which can be paid differently. Ask how everyone you deal with is paid. The details are in its Form ADV Part 2A.
Who owns Jordan Park? Jordan Park is owned by Jordan Park Holding Company LLC, as listed in Schedule A of its Form ADV.
Does Jordan Park have complaints or disclosures? Its Form ADV answers No to the firm-level disciplinary-history questions. Individual advisers can have their own records on IAPD and BrokerCheck.
Is Jordan Park legit? Jordan Park is registered with the SEC (CRD #287755) and its filings are public on the SEC's IAPD site, which confirms it is a real, regulated firm. Registration doesn't tell you whether it's the right fit or what you'll pay, so read the fee and conflict sections of its Form ADV.
Can AI help me check whether I'm getting good value? Yes. Start free (limits apply): Monitoring Checkup is free and lets you link up to 10 connections. You can also connect an AI assistant you already use (such as Claude). On Monitoring or Monitoring Plus+ you can ask it, in plain English, about the fees on each of your accounts. Truthifi is not an investment adviser and doesn't give investment, tax or legal advice.
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About this profile
Truthifi built this profile from the firm's own SEC filings (Form ADV and, where filed, Form CRS). Every page is reviewed by the Truthifi Team before publishing. The Truthifi advisor fact packs are an ongoing series checking U.S. investment advisers against their public filings, one firm at a time.
Read next from the Truthifi blog
- What is a fiduciary?
- Fee-only financial advisor: costs and how to find one
- Are you paying too much? Why that might be the wrong question
- How to ask AI about your real investment accounts
- Robo-advisor vs. human financial advisor: which is better?
- All advisor fact packs on Truthifi
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A note on sources. The facts on this page come from publicly available documents, Jordan Park's SEC filings, each linked inline so you can verify it yourself (SEC data current as of October 5, 2026). This is general information, not financial or legal advice, and Truthifi is not affiliated with Jordan Park. Regulatory records change, so always confirm against the official sources linked above. Spot something that should be corrected? Email us at support@truthifi.com.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article’s publication date. Sources are linked throughout.