Jamestown, L.P
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Overview
Jamestown, L.P is a financial advisor company that has its headquarters in Atlanta, Georgia. Jamestown, L.P administers $8.5 billion in assets over 18 customer accounts, making it one of the biggest firms in the country by assets under management (AUM). It has a large group, including 63 financial advisors. Jamestown, L.P does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as equities, bonds and options.
Jamestown, L.P manages more than half of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction choices without needing to seek client approval. It also manages seven non-discretionary accounts totaling $1.1 billion in assets. The investment advisory firm's average account size is $472.6 million. The average advisor at Jamestown, L.P manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Jamestown, L.P's central office is located at 675 Ponce De Leon Ave. Ne, Atlanta, Georgia 30308. It is legally permitted to provide services to investors throughout 4 states, including Georgia, Massachusetts, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jamestown, L.P by the Numbers
$8.5 billion
213
18
$472.6 million
Fee Structure
Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by the company most likely consist of some blend of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Jamestown, L.P.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to pooled investment vehicles and other. Out of its 18 accounts, Jamestown, L.P's biggest client type by number of accounts is pooled investment vehicles. About 28% of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jamestown, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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