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| Keyboard |
| Coker & Palmer Inc
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|---|---|
| CRD # | 29163 |
| SEC # | 801-77645 |
| CIK # | |
| AUM | 126.3 M (2026-03-24) |
| Employees | 8 (88% Investors, 100% Brokers) |
| Phone | 601-354-0860 |
| Address | 1667 Lelia Drive Jackson, MS 39216 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | The New South Fund | [2013-02-07] | 0.5 M | 0.5 M |
| Offered $25,000,000 · Filed 2011-12-13 (D) · Exemption 506 · Minimum $50,000 · Remaining $24,550,000 · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 36.8 |
| (b) Individuals (high net worth individuals) | 40 | 73.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 15.0 |
| Total | 216 | 126.3 |
| By Discretionary | ||
| Discretionary | 216 | 126.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 216 | 126.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.3 | |
| Total | 216 | 126.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| J Coker | Executive Officer | 6 | 2 | |
| James Palmer | Executive Officer | 6 | 2 | |
| Palmer Inc Coker | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 254900V1KTPDN88TDS68 |
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