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Jordanelle Capital
SEC-regulated
Registered investment advisor
Jordanelle Capital, LLC is an investment advisory firm established in 2022 and located in Salt Lake City, UT. The firm specializes in providing investment advisory services to private investment funds, focusing on growth equity investments in industrial businesses. The firm's strategy is to be the preferred capital partner to entrepreneurs and founders in various sectors, including recycling, industrial minerals, energy, and sustainable agriculture. Jordanelle offers both discretionary and non-discretionary advisory services to its Funds, managing regulatory assets under management of $246,927,225 as of December 31, 2024. The firm charges asset-based management fees ranging from 1.0% to 2.5% per annum, based on capital commitments or funded capital contributions. Additionally, Jordanelle may receive performance-based compensation in the form of a carried interest on realized profits above a preferred return. The firm's investment philosophy involves internal research and analysis to identify and evaluate investment opportunities, with a focus on control and minority positions in privately-held and public companies. Jordanelle's Code of Ethics ensures fair and equitable treatment of clients, and the firm has policies in place to address conflicts of interest related to personal trading, client referrals, and other financial industry activities. Clients receive regular reports, audited financial statements, and tax information to ensure transparency and accountability in managing client assets.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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