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| Jackson Hole Capital Partners LLC
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|
|---|---|
| CRD # | 285978 |
| SEC # | 801-113252 |
| CIK # | 0001767049 |
| AUM | $1.1 B (2026-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 918-879-4698 |
| Address | 110 North Elgin Avenue Tulsa, OK 74120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alliance Resource Partners LP | 58.6 | ||
| Alphabet Inc | 26.5 | ||
| Apple Inc | 21.0 | ||
| Microsoft Corp | 15.6 | ||
| Williams Companies Inc | 13.7 | ||
| Oneok Inc /New/ | 11.8 | ||
| Amazon Com Inc | 9.8 | ||
| Enterprise Products Partners L P | 9.4 | ||
| Wal Mart Stores Inc | 8.6 | ||
| United Technologies Corp /DE/ | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | JHCP Income Fund I LLC | [2026-03-19] | 5.3 | 6.2 |
| Other | JHCP Spicewood II LLC | [2025-03-28] | 9.6 | 8.6 |
| Other | JHCP Occusystems LLC | [2024-03-25] | 4.2 | 1.8 |
| Other | JHCP Falcon I LLC | [2023-03-24] | 7.9 | 5.2 |
| Other | JHCP WP Global Co-Invest VI LLC | [2023-03-24] | 9.1 | 12.2 |
| Other | Jackson Hole Opportunities Fund Ltd | 2022-03-30 | 3.2 | |
| Other | JHCP Spicewood I LLC | [2022-03-30] | 5.2 | 7.2 |
| Other | Jackson Hole Opportunities Fund LP | [2021-06-22] | 37.0 | 21.1 |
| Other | Jackson Hole Series LP -Series 1 | [2021-06-22] | 0.1 | 0.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 12.9 |
| (b) Individuals (high net worth individuals) | 112 | 937.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 65.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 61.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 662 | 1,090.5 |
| By Discretionary | ||
| Discretionary | 623 | 832.4 |
| Non-Discretionary | 39 | 258.1 |
| Total | 662 | 1,090.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,090.5 | |
| Total | 662 | 1,090.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Kaplan | 40 | 4 | ||
| John Hastings | 10 | 2 | ||
| Thomas Biolchini | 7 | 2 | ||
| Tobin Biolchini | 6 | 2 | ||
| Veronica Bickerstaff | 6 | 2 | ||
| Robert Biolchini Jr | 5 | 2 | ||
| Christopher Keenan | 4 | 2 | ||
| Channing Smith | 6 | 1 | ||
| Jackson Hole Capital Partners LLC | 6 | 1 | ||
| Philip Houchin | 6 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767049] |
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|---|---|---|
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Bruni J V & Co
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CO | 1.1 |
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Stage Harbor Financial LLC
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MA | 1.1 |
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Towneley Capital Management Inc
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CA | 1.1 |
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PKS Advisory Services LLC
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NY | 1.1 |
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LWM Advisory Services LLC
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FL | 1.1 |
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Holt Capital Advisors LLC
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TX | 1.1 |
|
Integrated Investment Consultants LLC
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MI | 1.1 |
|
CW Investment Advisers LLC
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|
CA | 1.1 |
|
King Wealth Management Group LLC
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NY | 1.1 |
|
Austin Wealth Management LLC
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|
TX | 1.1 |