|
⚲
|
| Keyboard |
| Jackson Hole Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 285978 |
| SEC # | 801-113252 |
| CIK # | |
| 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] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 | |
| Brad Scrivner | Director | 3 | 1 | |
| Jhcp Spicewood I Manager LLC | Executive Officer | 1 | 1 | |
| Jhcp Income Company I Manager LLC | Executive Officer | 1 | 1 | |
| Jhcp Occusystems Manager LLC | Executive Officer | 1 | 1 | |
| Jhip GP LLC | Executive Officer | 1 | 1 | |
| Jhcp Spicewood II Manager LLC | Executive Officer | 1 | 1 | |
| Jhip Series GP LLC | Executive Officer | 1 | 1 | |
| Jhcp Falcon I Manager LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bruni J V & Co
✚
|
CO | 1,097.9 M |
|
Stage Harbor Financial LLC
✚
|
MA | 1,097.2 M |
|
Towneley Capital Management Inc
✚
|
CA | 1,093.5 M |
|
PKS Advisory Services LLC
✚
|
NY | 1,093.3 M |
|
LWM Advisory Services LLC
✚
|
FL | 1,090.9 M |
|
Holt Capital Advisors LLC
✚
|
TX | 1,090.4 M |
|
Integrated Investment Consultants LLC
✚
|
MI | 1,084.3 M |
|
CW Investment Advisers LLC
✚
|
CA | 1,084.3 M |
|
King Wealth Management Group LLC
✚
|
NY | 1,084.1 M |
|
Austin Wealth Management LLC
✚
|
TX | 1,083.0 M |