Jordan Park Group - aVenture Asset Manager Research
Location
San Francisco, CA, US
Founded
2017
Jordan Park Group is a California-based investment advisory firm specializing in portfolio management and financial planning. The firm focuses on wealth management services, tailoring their approach to align with clients' individual purposes and goals. Their investment strategy spans various stages, from seed to later rounds like Series C.
Notable portfolio companies include Brooklyn Investment Group, Ethic, and Savvy Wealth. Jordan Park Group's investments demonstrate a diverse interest in fintech and wealth management platforms. The firm's approach emphasizes purpose-driven wealth management, suggesting a focus on aligning financial strategies with clients' broader life objectives and values.
Jordan Park Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages