Jacobsen Capital Management

Jacobsen Capital Management serves high-net-worth individuals and families, with a concentration in the Intermountain West region. The firm's client base includes generational wealth holders and individuals with liquidity events from regional industries. The firm deliberately maintains a limited client count to preserve a high advisory ratio.

The firm allocates across both public and private markets. Public market portfolios include individually managed equity and fixed-income accounts. In private markets, Jacobsen Capital Management accesses opportunities through select fund commitments, direct co-investments, and private credit vehicles.

Beyond standard manager due diligence, the firm's regional embeddedness in Salt Lake City and the broader Mountain West provides natural advantages in sourcing private investment opportunities. The firm's relationships with local operating businesses, real estate developers, and the regional financial services ecosystem support proprietary deal flow access that national platforms often lack.

Jacobsen Capital Management operates as a wealth manager serving multiple families, describing itself as a private-client advisory firm rather than a dedicated single-family office. The firm provides investment advisory, estate planning coordination, and family office support services to its client base.

The firm does participate in direct co-investments alongside fund managers as part of its private market program. Its model favors selective co-investment participation rather than exclusively fund-of-funds commitments, though the specific manager relationships and co-investment volume remain private.