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Adviser Profile

As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
Registration SEC, 120-Day Approval, 11/30/2022
Other registrations (1)
AUM* 219,977,225 27.58%
of that, discretionary 4,330,000 13.05%
Private Fund GAV* 4,330,000 13.05%
Avg Account Size 109,988,613 27.58%
SMA’s No
Private Funds 1
Contact Info (38 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
169M 145M 120M 96M 72M 48M 24M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$4,330,000

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Brochure Summary

Overview

This Brochure relates to Jordanelle Capital, LLC, a Delaware limited liability company, and Jordanelle Capital Fund I GP, LLC, a Delaware limited liability company (the “General Partner” and together with Jordanelle Capital, LLC, “Jordanelle”). Jordanelle was established in 2022 and is an investment advisory firm located in Salt Lake City, UT. Matthew Day is the principal owner of Jordanelle. Jordanelle intends to provide investment advisory services on a discretionary and non- discretionary basis to private investment funds (the “Funds”). Jordanelle’s strategy is to be the preferred capital partner to entrepreneurs and founders of businesses in making opportunistic investments. Jordanelle invests in both established companies as well as new business projects (“Ventures”). The Funds may be single asset funds, or multiple asset funds. Generally, the companies and Ventures that Jordanelle invests in on behalf of the Funds (together with companies Jordanelle identifies as potential investments for the Funds, the “Portfolio Companies”) are companies and projects in the broader real asset and real asset services sectors, including, but not limited to, recycling and the circular economy,
specialty and industrial minerals, natural resources, industrial manufacturing, sustainable agriculture, energy, as well as service companies that service the aforementioned sectors. In addition to providing capital, Jordanelle helps company leaders as they consider and implement strategies in areas such as construction and development, business planning, sales, personnel, and finance. Each of the Funds has or will have an investment committee that is comprised of officers of Jordanelle and/or other affiliated individuals (each, an “Investment Committee”). The relevant Investment Committee makes decisions regarding the acquisition and disposition of Portfolio Companies for the Funds. The investment focus of each Fund, as well as any investment objectives, strategies or restrictions, is described in its partnership agreement, confidential private offering memorandum and/or investment management agreement (“Governing Documents”). Jordanelle does not tailor its advisory services to the individual needs of investors in any Fund. Jordanelle does not participate in wrap fee programs. As of December 31, 2023, Jordanelle had $219,977,225 in regulatory assets under management.