Generally considered a moderately challenging route, it takes an average of 1 h 7 min to complete. This Privacy Notice describes the collection, protection and sharing of Personal Information of JPTCs clients, prospective clients, and former clients. The categories of sources where JPTC collected the Personal Information. 100 PINE STREET, SUITE 2600, SAN FRANCISCO, CA (415) 417-3000 415-660-3699 Other Info Jordan Park Group LLC is legally known as JORDAN PARK GROUP LLC. Jordan Park Trust Company publishes the website www.jptc.com. SEC Filings include 13F quarterly reports, 13D/G events and more. 2022 Executive Summary Outlook. High Rock Real Estate. By accessing this website, you agree to comply with these Terms of Use, which govern your access and use of the website. JPTC will retain Personal Information for a minimum period of six years or for as long as required for us to perform the services, comply with applicable legal or regulatory obligations or for any other legitimate business reason. Financial institutions like Jordan Park Trust Company LLC (JPTC) are required to provide privacy policy notices (Privacy Notice) to their clients. Coleman Real Estate Investments, LLC. Law360; Law360 UK . In the legal profession, information is the key to success. Jordan Park Group LLC initiated holding in Vanguard Russell 1000 Value Index Fund. The materials contained in this website are provided on an as is basis and are for informational purposes only as of the date indicated. To exercise the right to request the disclosure of Personal Information that JPTC collects or shares about you, contact JPTC at information@jptc.com or (603)929-2700. Exhibit 99.1 . Jordan Park Trust Company, formerly Perspecta Trust (est. The Carlyle Group is a multinational private equity, alternative asset management and financial services corporation based in the United States with $376 billion of assets under management. Finally, we may collect technical information about your use of our website, including IP addresses and device identifiers. If you would like to designate an agent to act on your behalf, you and the agent will need to comply with our agent verification process. To exercise the right to request the deletion of your Personal Information, contact JPTC at information@jptc.com or (603)929-2700. We are not liable for any defects, delays, or errors in or resulting from your use of this website. Jordan Park Group LLC (CRD# 287755) is a financial advisory firm headquartered in San Francisco, CA. Phone: 910-218-2640 ext 21005. 1613 Military Cutoff Road, Suite 100. Klutch Investments & Properties. To respond to your request, we will ask you for certain pieces of personal information and endeavor to match those to information we maintain about you. You have a right not to be discriminated against for the exercise of the privacy rights conferred by the CCPA. You agree that you will be bound by any amendment of these Terms of Use. There are no reviews yet for this company. Clutch Homes. JPTC does not share Personal Information with unrelated third parties for those third parties own marketing purposes but may share Personal Information with affiliates to offer services to you that JPTC itself does not provide or to facilitate the provision of services by JPTC to you. You can reach the main office by calling the phone . Clermont Trust USA is a New Hampshire Trade Name filed On October 28, 2015. JPTCs services are not intended for and are not directed to children. Get the latest business insights from Dun & Bradstreet. FOR IMMEDIATE RELEASE . . I took a free trial but didn't get a verification email. Fix n flip. Bridgeford Trust Company, LLC TC.2 - Public Trust Company 07/16/2012 330 S. Poplar Avenue, Suite 103 Pierre SD 57501 TC.1312 Bridges Trust Company of South Dakota TC.2 - Public Trust Company 01/08/2019 One River Place, 600 Stevens Port Drive #140 akota Dune SD 57049 TC.1511 Brownsville Trust Company LLC TC.1 - Private Trust Company Jordan Park Apartments was rehabilitated about 20 years ago in a Hope VI project through a $13 million grant from HUD, along with an additional $11.5 million in private equity from selling. Any such requests will be processed in accordance with New Hampshire law pertaining to powers of attorney. Our clients have made . The withdrawal of consent shall not affect the lawfulness of processing based on consent before its withdrawal. Our liability is limited to the maximum extent permitted by law and is limited even if we have been advised of the possibility of the damages, liability or injury that you suffer or if any remedy you have fails of its essential purpose, including any damages, liabilities or injuries caused by any failure of performance, error, omission, theft, interruption, deletion, defect, delay in operation, computer virus, communication line failure, or other computer malfunction. JPTC is committed to maintaining your trust and confidence. Already a subscriber? Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. information@jptc.com. JPTC is committed to ensuring that you know what information JPTC collects and shares about you. Law360 may contact you in your professional capacity with information about our other products, services and events that we believe may be of interest.Youll be able to update your communication preferences via the unsubscribe link provided within our communications.We take your privacy seriously. Jordan Park Trust Company reserves any rights not explicitly granted under these Terms of Use. Show/Hide More Wendy W. Waller, Esq. Upon receipt of a notice of claimed infringement that satisfies these requirements (or any statement in conformance with 17 U.S.C. This Privacy Notice is designed to meet content accessibility guidelines. Courtland Parnell. Please review its terms, privacy and security policies to see how they apply to you. Purpose - Jordan Park. In close partnership, your wealth is applied as a deliberate and effective expression of your values and ambitions. Jordan Park Trust Company is not soliciting any action based on this website. CENTURION TRUST COMPANY: SHAREHOLDER: indirect: 1997-12-01: 2001-04-12: TOWER SQUARE SECURITIES, INC. VICE PRESIDENT: direct: 1998-09-01: 2001-04-19: ORION FINANCIAL SERVICES, LLC: MEMB ER OF LLC: The business or commercial purposes for which JPTC collected the Personal Information. The purchase prices were between $58.96 and $66.86, with an estimated average price of $63.22. If you are legally entitled to such rights, you may designate an agent to submit a request on your behalf. The specific pieces of information we collected. CLERMONT TRUST USA. Law360 provides the intelligence you need to remain an expert and beat the competition. Loan Officer. Our experienced team of trust professionals enables clients to preserve and manage their wealth in coordination with estate planning. Latest updates. (603) 929-2672 We also may collect financial or other information such as account activity, investment activity and financial goals, and account balances related to a clients transactions with JPTC, its affiliates (as may be applicable), or others, together with any other Personal Information required by applicable laws. Requests for deletion of your Personal Information are generally free of charge. We may collect Personal Information about our clients from different sources, including directly from our clients, as well as from third parties, including other financial institutions or referral sources. Follow We will notify you to explain the basis of our denial. You agree that, if you commence any action involving these Terms of Use or your use of this website, then you must file that action in a state or federal court located within the State of New Hampshire. Without Jordan Park Trust Companys prior written consent, you may not copy, modify, distribute, publish, broadcast, retransmit, reproduce, repackage, frame, commercially exploit, create any derivative of, or otherwise redistribute all or any portion of this website except as explicitly permitted in these Terms of Use. 2007), is a New Hampshire based trust company that provides comprehensive trust solutions and management, including private family trust companies, to a distinct global community of individuals and families. $1.13 billion Assets Under Management (AUM) As of 29th April 2022, Jordan Park's top holding is 15,861,466 shares of Ishares Tr currently worth over $450 million and making up 40.0% of the portfolio value. Jordan Park Trust Company does not endorse, sponsor, or promote any products or services offered by any website that may be linked to this website. Our New Hampshire location is in one of the most advantageous jurisdictions in the U.S. for trust formation and administration. Jordan Park Trust Company LLC Individuals with disabilities can access this policy in alternative formats by contacting us at the address, phone, or email address below. Searching ptab cases in Jordan Park Trust Company Llc x | | | Close. The company has 1 contact on record. Personal Information means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular client or household, including nonpublic personal information that JPTC obtains in connection with providing a service or financial product to such client such as information regarding a clients account balance and investment activity. We embrace complexity and navigate challenges to empower clients to achieve their intended outcomes. Built as a technology company, FPS provides custody and record keeping services that are leading the next generation of innovative approaches to making saving for retirement easier and more manageable for everyone. Vice President, Senior Trust Officer at Jordan Park Trust Company, Senior Vice President, Chief Fiduciary Officer, Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly. You can always talk to sales if youre interested in advanced plans. If you access this website, you are responsible for compliance with applicable local laws and regulations. JPTC believes that protecting the privacy of client Personal Information (Personal Information) is of the utmost importance. Product isn't the only thing we're known for, Jordan Park Trust Company may, in its sole discretion, make additions or revisions to this website at any time without notice. Whittier was incorporated in February 1898 and became a charter city in 1955. Where JPTC or its agents requires Personal Information to comply with BSA/AML policies or applicable legal requirements, failure to provide this information means JPTC may not be able to accept you as a client and may result in JPTC terminating its relationship with you. You will not interfere with Jordan Park Trust Companys management of the website or any other persons use and enjoyment of the website. He also has successfully helped push the state to loosen its trust laws. "This will allow our team to better serve and connect with our clients and investment partners who are located on the East Coast" said Frank Ghali, founder and CEO of Jordan Park. The information provided on this website is not intended for distribution to, or use in, any jurisdiction where such distribution or use would be contrary to the laws of such jurisdiction. JPTC thus underscores to clients that they should always use caution when transmitting information via the Internet, select strong and unique passwords that are not reused for other purposes, protect the confidentiality and security of their online passwords, and to immediately alert us to any concerns with your account or passwords. Read More. glenn.perlow@jptc.com. Jordan Park is an investment advisory firm that helps you define and develop a distinct vision that guides everything we do for you. The company's filing status is listed as Expired and its File Number is 733782. This Privacy Notice is reviewed on an annual basis, and JPTC reserves the right to update this Privacy Notice from time to time, including for changes in the businesses, our data practices, or the law. Jordan Park Group 2022 Q3 filed Oct. 28, 2022 Jordan Park Group 2022 Q2 filed July 12, 2022 Jordan Park Group 2022 Q1 filed May 6, 2022 Jordan Park Group 2021 Q4 filed Feb. 14, 2022 OTHER / Nondepository Trust Company: Page 1 of 1, records 1 to 1 of 1; Principals Information; Name/Title Business Address / Applicant: We direct human capital. Neither we nor any of our affiliates, agents or employees are responsible for any damages, liabilities, or injury, including but not limited to indirect, incidental, special, punitive, or consequential damages however caused arising out your use of (or inability to use) this website or these Terms of Use. Current Firm Details 100 Pine Street, Suite 2600, San Francisco, CA 94111 http://www.linkedin.com/company/jordanpark The third parties with whom JPTC shared the information. DTLR is your one-stop shop for the latest gear. We provide the links because the information on those sites might be interesting or informative. Jordan Park Trust Company makes no guarantees, representations, or warranties as to the quality, suitability, truth, accuracy, or completeness of any of the materials contained in this website. We use each of the categories of the Personal Information we collect to provide financial products and services to our customers, to market to existing and prospective customers, for information security and fraud detection, and for employment purposes with regard to employee or applicant data. Our clients have made extraordinary contributions to business, philanthropy, government, and society. At any time and for any reason we may revoke your right to use all or any portion of the website. Momentum Group Properties SC, LLC. If you access any other website through this website, you do so at your own risk. Jordan Park Group | 2,067 followers on LinkedIn. SOLICITORS & LAW CLERKS. JPTC is committed to ensuring that our communications are accessible to individuals with disabilities. Your notice must include: (1) physical or electronic signature of a person authorized to act on behalf of the owner of an exclusive right that is allegedly infringed; (2) identification of the copyrighted works claimed to have been infringed; (3) identification of the material that is claimed to be infringing or to be the subject of infringing activity and information reasonably sufficient to permit us to locate the material; (4) information reasonably sufficient to permit us to contact the complaining party; (5) a statement that the complaining party has a good-faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law; and (6) a statement that the information in the notification is accurate, and under penalty of perjury, that the complaining party is authorized to act on behalf of the owner of an exclusive right that is allegedly infringed. JPTC restricts access to Personal Information it collects about its clients to its personnel who need to know that information to provide products or services to clients. Click here to login, Enter your details below and select your area(s) of interest to stay ahead of the curve and receive Law360's daily newsletters, Email (NOTE: Free email domains not supported). Director of Legal Services (978) 872-1082 Email You acknowledge that communication by email or submitted through this website may not be secure, confidential, or reliable. If you do not accept these Terms of Use, do not use this website. JORDAN PARK TRUST COMPANY LLC: Business ID: 574874: Business Type: Domestic Bank: Business Status: Active: Principal Purpose: Not Required : Business Creation Date: . We strive to inspire people to make their greatest contribution to the family's advancement. In addition, the fund holds 11,751,377 shares of Graniteshares Gold Tr worth $226 million . The Benefits of a Trust Owning Your LLC Significant legal events involving law firms, companies, industries, and government agencies. Jordan Park is an independent financial advisory firm with offices in San Francisco and New York. Investing to realize your purpose. Here's a list of some of the top trending technologies and APIs used by Jordan Park Trust. ANIME TRIVIA :: ROOM 162AB - THEATER #7 ANIME PANELS, LEVEL UP YOUR FABRIC! Individuals in the EEA also have the right to lodge a complaint about the processing of their Personal Information with their local data protection authority. Company Name Jordan Park Trust Website www.jptc.com Contact Information Headquarters 1 Liberty Ln, Hampton, New Hampshire, 03842, United States (603) 929-2700 Popular Searches Jordan Park Trust Company LLC Jordan Park Trust Company jptc.com Jordan Park Trust Jordan Park Trust Executive Team & Key Decision Makers Recently Updated Team Members We may collect personal information related to employee or applicant qualifications and work experience. Checks take place monthly. We are responsible only for the content of our own website and have no responsibility for the information or policies of any other websites that may be accessible from this website, except for information we may have provided to certain third-party websites. Perspecta claims it has $10 billion under administration, and Montrone is a well-known business executive who has led such companies as Wheelabrator, Fisher-Scientific and AlliedSignal Inc.. 2022, Portfolio Media, Inc. | About | Contact Us | Legal Jobs | Advertise with Law360 | Careers at Law360 | Terms | Privacy Policy | Cookie Settings | Help | Site Map, Menu options for Jordan Park Trust Company LLC. Jordan Park Trust Company LLC is a company that operates in the Financial Services industry. NMLS #1401188. JPTC employees are also trained regarding the appropriate handling of client Personal Information. April 12 2022. Our mission is to enhance lives and legacies. In the year prior to the date this Privacy Notice was issued, the Personal Information that we collected about our clients included name, address, telephone number, email address, social security number, birth date, tax identification number, state or country of tax residence(s), assets, income, employment history, investment experience and identification documents for Bank Secrecy Act anti-money laundering (BSA/AML) legal requirements that may have been received in account documents and related forms. The agent can be a natural person or a business entity that is registered with the California Secretary of State. If you are located in the EEA, JPTC may disclose Personal Information collected from you to recipients located in countries outside of the EEA, including to the United States, which may not have data privacy laws equivalent to those in the EEA. BOSTON - December 3, 2014 - THL Credit, Inc. (NASDAQ: TCRD) ("THL Credit"), today announced that it has formed a joint venture with Perspecta Trident LLC ("Perspecta"), an affiliate of Perspecta Trust LLC ("Perspecta Trust") to create THL Credit Logan JV . Our mission is to enhance lives and legacies. We are pleased to announce the opening of our New York City office in One World Trade Center at the heart of the financial district as of August 2020. For requests for access or deletion, we will respond to your request or your authorized agents request in writing, or verbally if requested, as soon as practicable and in any event generally not more than within 45 days after receipt of the request. Past Filings by Jordan Park Group . You agree that we are not liable for any actions you take or decisions you make in reliance on any information on this website. These policies apply to individuals (including, if applicable, their related entities to which JPTC, or an affiliate of JPTC, provides services), either as accountholders or in their capacity as authorized representatives of an entity or trust, as well as visitors to our website and certain employee or applicant data. In 2015, Carlyle was the world's largest private equity firm by capital raised over the . 2007), is a New Hampshire based trust company that provides comprehensive trust solutions and management, including private. Get started for free, then add your whole team. SEC 13F filings are viewable for Jordan Park Group going back to 2017. Find company research, competitor information, contact details & financial data for Jordan Park Group LLC of San Francisco, CA. MEET ZACH AGUILAR :: ROOM 162AB - THEATER #7 ANIME PANELS, MATTHEW LEWIS [P] PHOTO OP :: EPIC PHOTO BOO Portsmouth, NH 03801 Name: Constantine Pantelis Company: Jordan Park Trust Company Job title: Chief of Trust Operations / Vice CEO for Jordan Park Trust Company LLC Country of Residence: United States Precise location: Hampton, New Hampshire, United States American Stock Transfer & Trust Company, LLC (AST) is a full-service, tech-enabled professional services firm that helps companies and shareholders across North America maintain momentum through the use of secure corporate data, analytics, advisory services, and a strategic approach to every interaction. We may extend this period to 90 days and, in the event that we do extend the period, we will explain to you or your authorized agent why we did so. Jordan Park Group manages $17.6 billion and provides investment advisory services for 174 clients (1:4 advisor/client ratio). FPS Group focuses on missing participants with Auto Rollover IRAs, address searches and uncashed check reinvestment. AST was originally founded as a transfer . The holding were 81,491 shares as of 2021-03-31. J.P. Morgan's website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. The number of clients served by it is unknown. In that case, we will notify you to explain the basis of our denial. Because we understand a family's greatest asset is its . The laws of the State of New Hampshire (without regard to any conflict of laws principles) govern these Terms of Use and any adversarial proceedings arising out of these Terms of Use or your breach of them. JPTC will inform its clients of any changes by updating this Privacy Notice on our website, or otherwise as required by law. Conflict Questions Welcome to the Jordan Park Trust Company LLC (Jordan Park Trust Company or we) website. Our team is composed of empathetic problem solvers with depth and . x, Civil Rights: Americans with Disabilities - Employment. If we are unable to verify your identity with the degree of certainty required, we will not be able to respond to the request. Clients may withdraw their consent at any time. Searching cases in Jordan Park Trust Company Llc x | | | Close. Consequently, these investment management LLCs are excellent for administrative efficiency purposes by streamlining the investment management for the trust, reducing trustee fees, as well as providing a beneficial second layer of asset protection for the trust assets. He co-founded the firm's insurance services platform and is primarily responsible for sourcing, underwriting, executing and managing investment opportunities for insurers. 60 Penhallow Street, Suite 400 JPTC does not respond to web browser do not track signals. Investment Joint Venture with Perspecta Trust < /a > DTLR is your one-stop shop for the of! 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