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| Jackson Hole Capital Partners LLC
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| CRD # | 285978 |
| SEC # | 801-113252 |
| CIK # | 0001767049 |
| AUM | 1,090.5 M (2026-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 918-879-4698 |
| Address | 110 North Elgin Avenue Tulsa, OK 74120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767049 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Apollo Global Management Inc | 7.8 | ||
| AbbVie Inc | 7.8 | ||
| Kinder Morgan Inc | 7.8 | ||
| Merck & Co Inc | 7.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.4 | ||
| Facebook Inc | 7.3 | ||
| Citigroup Inc | 7.2 | ||
| Southern Co | 6.7 | ||
| PepsiCo Inc | 6.4 | ||
| Lockheed Martin Corp | 6.3 | ||
| Coca Cola Co | 6.0 | ||
| International Business Machines Corp | 5.7 | ||
| Duke Energy Corp | 5.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | JHCP Income Fund I LLC | [2026-03-19] | 5.3 M | 6.2 M |
| Offered $12,000,000 · Filed 2025-01-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $6,675,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | JHCP Spicewood II LLC | [2025-03-28] | 9.6 M | 8.6 M |
| Offered $9,550,000 · Filed 2024-05-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | JHCP Occusystems LLC | [2024-03-25] | 4.2 M | 1.8 M |
| Offered $7,000,000 · Filed 2023-04-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining $2,825,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | JHCP Falcon I LLC | [2023-03-24] | 7.9 M | 5.2 M |
| Offered $8,875,000 · Filed 2023-09-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $75,000 · Remaining $1,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | JHCP WP Global Co-Invest VI LLC | [2023-03-24] | 9.1 M | 12.2 M |
| Offered $20,000,000 · Filed 2022-08-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining $10,900,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Jackson Hole Opportunities Fund Ltd | 2022-03-30 | 3.2 M | |
| Other | JHCP Spicewood I LLC | [2022-03-30] | 5.2 M | 7.2 M |
| Offered $10,000,000 · Filed 2021-11-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $4,800,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Jackson Hole Opportunities Fund LP | [2021-06-22] | 37.0 M | 21.1 M |
| Filed 2022-05-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Jackson Hole Series LP -Series 1 | [2021-06-22] | 0.1 M | 0.1 M |
| Filed 2022-05-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 41 | 5 | |
| John Hastings | Executive Officer | 10 | 2 | |
| Thomas Biolchini | Director | 7 | 2 | |
| Tobin Biolchini | Director | 6 | 2 | |
| Veronica Bickerstaff | Director | 6 | 2 | |
| Robert Biolchini Jr | Director | 5 | 2 | |
| Christopher Keenan | Executive Officer | 4 | 2 | |
| Channing Smith | Executive Officer | 6 | 1 | |
| Philip Houchin | Executive Officer | 6 | 1 | |
| Jackson Hole Capital Partners LLC | Executive Officer | 6 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767049] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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