other names
  • JACKSON HOLE CAPITAL PARTNERS, LLC

Adviser Profile

As of Date 07/01/2026
Registration status Terminated
ADV Location TULSA, OK, United States
Contact Info 918 xxxxxxx
Websites
AUM* 1,090,455,921 26%
of that, discretionary 832,397,555 30%
Number of Employees 6 20%
of those in investment advisory functions 4
Private Fund GAV* 0 -100%
Avg Account Size 1,647,214 -5%
% High Net Worth 71.79% -4%
SMA’s Yes
Private Funds 0 11

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

832M 713M 595M 476M 357M 238M 119M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name HOGAN TAYLOR LLP Filing Date02/24/2025 Form ADV-E View Report
Accounting Firm Name HOGANTAYLOR LLP Filing Date04/26/2024 Form ADV-E View Report

Brochure Summary