JACKSON HOLE CAPITAL PARTNERS, LLC

HTTP://WWW.JHC-PARTNERS.COM TULSA, OK Investment Advisor How do I update this listing?

Jackson Hole Capital Partners is based out of Tulsa. Jackson Hole Capital Partners is a large advisory firm with 44 clients and discretionary assets under management (AUM) of $124,178,239 (Form ADV from 2018-05-29). Their last reported 13F filing for Q4 2018 included $94,942,000 in managed 13F securities and a top 10 holdings concentration of 29.03%. Jackson Hole Capital Partners's largest holding is Apple Inc with shares held of 26,960. Whalewisdom has at least 2 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.0%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JACKSON HOLE CAPITAL PARTNERS, LLC
15 EAST 5TH STREET SUITE 4000
TULSA OK    74103
Country: United States

Business Phone: 918-879-4698
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OK
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 44
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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JACKSON HOLE CAPITAL PARTNERS, LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
VAST BANK, N.A. OWNER 11/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JACKSON HOLE CAPITAL PARTNERS, LLC OWNER direct 2016-11-01
HASTINGS, JOHN, JOSEPH CHIEF COMPLIANCE OFFICER / MANAGING PRINCIPAL 12/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FINANCIAL SOLUTIONS, INC. CHIEF COMPLIANCE OFFICER direct 2014-01-01
SMITH, CHANNING, STICE MANAGING PRINCIPAL 12/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAPITAL ADVISORS INC VICE PRESIDENT direct 2004-06-01
CAPITAL ADVISORS, INC. MANAGING DIRECTOR direct 2009-11-01
CAPITAL ADVISORS, INC. OWNER direct 2009-11-01
TULSA VALLEY BANCSHARES CORPORATION OWNER VALLEY NATIONAL BANK 02/01/1982 Indirect 75% or more
Fund Name Position direct/indirect start date end date
JACKSON HOLE CAPITAL PARTNERS, LLC OWNER indirect 1982-02-01
BIOLCHINI, FRANCES, LAUINGER OWNER TULSA VALLEY BANCSHARES CORPORATION 11/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
JACKSON HOLE CAPITAL PARTNERS, LLC OWNER indirect 2017-11-01

JACKSON HOLE CAPITAL PARTNERS, LLC

ownership team - last updated 2018-05-29
Name Title Start Date Direct/Indirect % Ownership
VALLEY NATIONAL BANK OWNER 11/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JACKSON HOLE CAPITAL PARTNERS, LLC OWNER direct 2016-11-01
HASTINGS, JOHN, JOSEPH CHIEF COMPLIANCE OFFICER / MANAGING PRINCIPAL 12/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FINANCIAL SOLUTIONS, INC. CHIEF COMPLIANCE OFFICER direct 2014-01-01
SMITH, CHANNING, STICE MANAGING PRINCIPAL 12/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAPITAL ADVISORS INC VICE PRESIDENT direct 2004-06-01
CAPITAL ADVISORS, INC. MANAGING DIRECTOR direct 2009-11-01
CAPITAL ADVISORS, INC. OWNER direct 2009-11-01
TULSA VALLEY BANCSHARES CORPORATION OWNER VALLEY NATIONAL BANK 02/01/1982 Indirect 75% or more
Fund Name Position direct/indirect start date end date
JACKSON HOLE CAPITAL PARTNERS, LLC OWNER indirect 1982-02-01
BIOLCHINI, FRANCES, LAUINGER OWNER TULSA VALLEY BANCSHARES CORPORATION 11/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
JACKSON HOLE CAPITAL PARTNERS, LLC OWNER indirect 2017-11-01

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