|
⚲
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| Coker & Palmer Inc
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| |
|---|---|
| CRD # | 29163 |
| SEC # | 801-77645 |
| CIK # | |
| AUM | $791.5 MM (2024-03-19) |
| Employees | 16 (62% Investors, 100% Brokers) |
| Phone | 601-354-0860 |
| Address | 1667 Lelia Drive Jackson, MS 39216 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | The New South Fund | [2013-02-07] | 0.5 | 0.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,630 | 567.2 |
| (b) Individuals (high net worth individuals) | 170 | 188.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 12.4 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 16.4 |
| (n) Other | 8 | 6.4 |
| Total | 1,800 | 791.5 |
| By Discretionary | ||
| Discretionary | 170 | 224.4 |
| Non-Discretionary | 1,630 | 567.2 |
| Total | 1,800 | 791.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 791.5 | |
| Total | 1,800 | 791.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| J Coker | 6 | ||
| James Palmer | 6 | ||
| Palmer Inc Coker | 2 |
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|---|---|---|
|
Kingdon Capital Management LLC
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|
NY | 0.8 |
|
Optima Asset Management LLC
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Satovsky Asset Management LLC
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NY | 0.8 |
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Twin Capital Management Inc
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Fourthstone LLC
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MO | 0.8 |
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Intrepid Capital Management Inc
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