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JAMESTOWN, L.P.

675 Ponce De Leon Ave. Ne
7th Floor
Atlanta, Georgia 30308
Tel: 770-805-1000

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About JAMESTOWN, L.P.

JAMESTOWN, LP, formally registered with the SEC as JAMESTOWN, LP. The firm was established in 03/27/2012. They have over 7 offices throughout the country.

JAMESTOWN, L.P. is a Atlanta, Georgia based Financial Planning firm with nearly $8,507,037,201 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 213 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158207
SEC# 801-73319
Assets Managed by Firm $8,507,037,201
No. of Clients 18
No. of Advisors 213

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total18$8,507,037,201
Inquire with JAMESTOWN, L.P.

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