JAMESTOWN, L.P.
ATLANTA, GA · CRD 158207 · IAPD ↗ · jamestowninvest.com · 770-805-1000
$7.06BRegulatory AUM
107Advisory reps
233Employees
0Clients
n/aPlanning clients
21Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
70
April 2025 — JAMESTOWN, L.P. grew from 61 to 106 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.