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Data / Investment advisers / Wyoming / Jackson

Investment advisers in Jackson, WY: 14 firms, $3.7 billion in AUM

14 investment advisers have their main office in Jackson, Wyoming: 6 SEC registered and 8 exempt reporting. The registered advisers report $3.7 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Flat Rock Global with $1.6 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 14Advisers
  • 6SEC registered
  • 8Exempt reporting
  • $3.7 billionTotal AUM
  • 6Advisers over $100 million
  • 10Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Flat Rock GlobalJackson$1.57 billion313Not listed(307) 500-5200flatrockglobal.comadviserinfo.sec.gov
Integrity Financial CorporationJackson$868.1 million1,44321Not listed(800) 794-4015adviserinfo.sec.gov
Greybull Advisors, LLCJackson$513.6 million4124(307) 364-6400adviserinfo.sec.gov
Income Focus Portfolio ManagementJackson$362.5 million6013Not listed(307) 733-5100incomefocus.comadviserinfo.sec.gov
Founders Equity PartnersJackson$309.4 million636(307) 249-6998fepfund.comadviserinfo.sec.gov
Grupp Financial LLCJackson$100.1 million373Not listed(307) 200-6579gruppfinancial.comadviserinfo.sec.gov
Baseline VenturesJacksonNot listedNot listedNot listed10(307) 224-8505baselinev.comadviserinfo.sec.gov
Accelerator VenturesJacksonNot listedNot listedNot listed6(415) 596-5932acceleratorventures.comadviserinfo.sec.gov
Blue Bear Investment Group, LLCJacksonNot listedNot listedNot listed5(917) 543-8891bluebearcap.comadviserinfo.sec.gov
Alta Partners Management Company, L.P.JacksonNot listedNot listedNot listed4(415) 362-4022altapartners.comadviserinfo.sec.gov
FPV Management, LLCJacksonNot listedNot listedNot listed4(206) 420-6500adviserinfo.sec.gov
Futaleufu Manager, LLCJacksonNot listedNot listedNot listed4(408) 348-0756futaleufu-partners.comadviserinfo.sec.gov
Alta Partners Investment Manager, L.P.JacksonNot listedNot listedNot listed1(415) 362-4022altapartners.comadviserinfo.sec.gov
Datatribe Opportunities Management, LLCJacksonNot listedNot listedNot listed1(307) 249-6998dtofund.comadviserinfo.sec.gov

Advisers in Jackson that manage private funds

10 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Baseline VenturesJacksonWY10Not listedNot listed10Not listed$612.9 millionNot listedadviserinfo.sec.gov
Founders Equity PartnersJacksonWY6Not listed51Not listed$309.4 million$309.4 millionadviserinfo.sec.gov
Accelerator VenturesJacksonWY6Not listedNot listed6Not listed$30.6 millionNot listedadviserinfo.sec.gov
Blue Bear Investment Group, LLCJacksonWY5Not listedNot listed5Not listed$312.9 millionNot listedadviserinfo.sec.gov
Greybull Advisors, LLCJacksonWY4Not listed3Not listedNot listed$513.6 million$513.6 millionadviserinfo.sec.gov
Alta Partners Management Company, L.P.JacksonWY4Not listedNot listed4Not listed$587.9 millionNot listedadviserinfo.sec.gov
FPV Management, LLCJacksonWY4Not listedNot listed4Not listed$1.06 billionNot listedadviserinfo.sec.gov
Futaleufu Manager, LLCJacksonWY4Not listedNot listed4Not listed$204 millionNot listedadviserinfo.sec.gov
Alta Partners Investment Manager, L.P.JacksonWY1Not listedNot listed1Not listed$76.9 millionNot listedadviserinfo.sec.gov
Datatribe Opportunities Management, LLCJacksonWY1Not listedNot listed1Not listed$85.6 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.