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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 112 | $937,626,084 | 86.0% |
| Pooled investment vehicles | 7 | $65,389,328 | 6.0% |
| Charities | Fewer than 5 | $61,615,857 | 5.7% |
| Individuals | 28 | $12,942,708 | 1.2% |
| Corporations & businesses | Fewer than 5 | $12,880,960 | 1.2% |
| Banks & thrifts | Fewer than 5 | $984 | 0.0% |
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 fundsThe 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.
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
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
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
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
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
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
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 510TULSA, 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.