Fee-only adviser · Fort Worth, TX

Jasper Ridge Partners, L.P.

Jasper Ridge Partners, L.P. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fort Worth, Texas. On its latest Form ADV, filed August 4, 2026, it reports $43.0B in regulatory assets under management, 11 individual clients and 36 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number144401 · SEC file 801-70818
Office201 Main Street Suite 1000
Fort Worth, TX 76102
Phone(817) 333-0027
Websitewww.jasperridge.com
Regulatory assets under management$43.0B ($42.2B discretionary)
Individual clients0 non-high-net-worth, 11 high-net-worth
Financial planning clients11-25
How it chargesPercentage of assets, Fixed fee, Other
ServicesFinancial planning, Selection of other advisers
Employees145
Disciplinary disclosuresNone reported
Latest Form ADV filingAugust 4, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Fort Worth

See all 36 fee-only advisers in Fort Worth →

Nearby

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Jasper Ridge Partners, L.P.? Update this listing.