Jordan Park Group LLC

Jordan Park Group LLC, una compañía de responsabilidad limitada con sede en Delaware, emplea un total de 53 personas, incluidas 17 en roles de asesoramiento. Aunque no se ha divulgado el número de clientes atendidos, se informó que fue aprobado por la SEC a partir del 7 de marzo de 2017.

• DANA ELIZABETH SCHMIDT

  CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT posee menos de 5%

• DAVID SUNG-HYUK LEE

  CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT posee menos de 5%

• FRANK SHERIF GHALI

  MANAGER, CEO posee menos de 5%

• GEORGE HENRY LUSCH

  CHIEF OF STAFF, SENIOR VICE PRESIDENT posee menos de 5%

• HEATHER HOUGH BROWNLIE

  CHIEF STRATEGY OFFICER, SENIOR VICE PRESIDENT posee menos de 5%

• JENNIFER KATE CIRESI

  REGISTERED IN-HOUSE COUNSEL, SENIOR VICE PRESIDENT posee menos de 5%

• JORDAN PARK HOLDING COMPANY LLC

  MANAGING MEMBER posee 75% o más

• MICHEL ATTILA DEL BUONO

  CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT posee menos de 5%

• PATRICK JAMES DUNNE

  CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT posee menos de 5%

• FAMILY 1ST LLC

  MEMBER posee 75% o más

• GHALI FAMILY 2012 GIFT TRUST

  MEMBER posee más del 50% pero menos del 75%

• GHALI FAMILY TRUST

  MEMBER posee más del 50% pero menos del 75%

• ROBYN TRACY GHALI

  MANAGER

• BNY MELLON N.A.
  Estados Unidos
• BNY MELLON, N.A.
  Estados Unidos

• Turn/River Management LLC
• Intellectus Partners LLC
• PCP Managers LP
• Medley Partners Management LLC
• Core and Value Advisors LLC
• ALTA Park Capital LP
• Prime Finance Advisor LP
• Leerink Revelation Partners LLC
• Impact Investment Adviser LLC
• Veris Wealth Partners LLC

• Investment Firm Jordan Park Group LLC Reveals Q3 vs. Q4 2022 13F Holdings

• ISHARES INC CORE MSCI EMKT $176,897k
• GRANITESHARES GOLD TR $135,320k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $129,057k
• ISHARES TR $127,306k
• ISHARES TR 20 YR TR BD ETF $124,294k
• VANGUARD INTL EQUITY INDEX FD $70,472k
• ISHARES TR $67,271k
• SPDR S&P 500 ETF TR TR UNIT $51,747k
• DBX ETF TR $46,807k
• ISHARES $37,363k