Investment adviser · CRD 285978

JACKSON HOLE CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

TULSA, OK, United States · Form ADV filed Mar 19, 2026

Regulatory AUM
$1.09B
Form ADV · Item 5.F
Client accounts
662
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals112$937,626,08486.0%
Pooled investment vehicles7$65,389,3286.0%
CharitiesFewer than 5$61,615,8575.7%
Individuals28$12,942,7081.2%
Corporations & businessesFewer than 5$12,880,9601.2%
Banks & thriftsFewer than 5$9840.0%
Filing source

Form ADV 2073633 · Mar 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

JACKSON HOLE OPPORTUNITIES FUND LPOther Private Fund · Last reported Mar 19, 2026$21.1MGross asset value

Form D fundraising filings

Jackson Hole Opportunities Fund LP

Feeder funds

  • JACKSON HOLE OPPORTUNITIES FUND LTD.
Fund administrator CATALYST FUND ADMINISTRATION LLC ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

GRANT THORNTON LLP
PCAOB 248

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-2560483894
Reported beneficial owners
62
Minimum commitment
$1M
Form D file number
021-399722

Form ADV 2073633 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JHCP WP GLOBAL CO-INVEST VI LLCOther Private Fund · Last reported Mar 19, 2026$12.2MGross asset value

Form D fundraising filings

JHCP WP Global Co-Invest VI LLC

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS LLP TULSA, Oklahoma, United States
Custodian VAST BANK, N.A. TULSA, Oklahoma, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS LLP
PCAOB 686

Fund details & source
Fund ID
805-4468358336
Reported beneficial owners
50
Minimum commitment
$50K
Form D file number
021-450802

Form ADV 2073633 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JHCP SPICEWOOD II LLCOther Private Fund · Last reported Mar 19, 2026$8.55MGross asset value

Form D fundraising filings

JHCP Spicewood II LLC

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS, LLP TULSA, Oklahoma, United States
Custodian VAST BANK, N.A. TULSA, Oklahoma, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS, LLP
PCAOB 686

Fund details & source
Fund ID
805-3196766720
Reported beneficial owners
43
Minimum commitment
$50K
Form D file number
021-512392

Form ADV 2073633 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JHCP SPICEWOOD I LLCOther Private Fund · Last reported Mar 19, 2026$7.18MGross asset value

Form D fundraising filings

JHCP Spicewood I LLC

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS, LLP TULSA, Oklahoma, United States
Custodian VAST BANK, N.A. TULSA, Oklahoma, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS, LLP
PCAOB 686

Fund details & source
Fund ID
805-8727888462
Reported beneficial owners
34
Minimum commitment
$50K
Form D file number
021-421632

Form ADV 2073633 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JHCP INCOME FUND I LLCOther Private Fund · Last reported Mar 19, 2026$6.23MGross asset value

Form D fundraising filings

JHCP Income Fund I LLC

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS LLP TULSA, Oklahoma, United States
Custodian VAST BANK, N.A. TULSA, Oklahoma, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS LLP
PCAOB 686

Fund details & source
Fund ID
805-2383789638
Reported beneficial owners
23
Minimum commitment
$50K
Form D file number
021-536238

Form ADV 2073633 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JHCP FALCON I LLCOther Private Fund · Last reported Mar 19, 2026$5.17MGross asset value

Form D fundraising filings

JHCP Falcon I LLC

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORIVS LLP TULSA, Oklahoma, United States
Custodian VAST BANK, N.A. TULSA, Oklahoma, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORIVS LLP
PCAOB 686

Fund details & source
Fund ID
805-2768223358
Reported beneficial owners
15
Minimum commitment
$100K
Form D file number
021-461085

Form ADV 2073633 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JHCP OCCUSYSTEMS LLCOther Private Fund · Last reported Mar 19, 2026$1.78MGross asset value

Form D fundraising filings

JHCP Occusystems LLC

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS LLP TULSA, Oklahoma, United States
Custodian VAST BANK, N.A. TULSA, Oklahoma, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS LLP
PCAOB 686

Fund details & source
Fund ID
805-2767041362
Reported beneficial owners
28
Minimum commitment
$50K
Form D file number
021-477970

Form ADV 2073633 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

110 NORTH ELGIN AVENUE, SUITE 510
TULSA, OK, 74120, United States

CRD 285978

Filing source

Form ADV 2073633 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.