Jim Poe and Associates Inc
- Assets, Funds, Holdings
| Jim Poe and Associates Inc
|
| CRD # | 140232 |
| SEC # | 801-71822 |
| CIK # | |
| AUM |
|
| Employees |
|
| Phone | 817-569-7600 |
| Address | 6040 Camp Bowie Blvd Suite 3
Ft Worth, TX 76116 |
| Source |
[IAPD]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| HF |
P&C Dividend Capture Fund 1 LP |
[2012-04-30]
|
9.3 M |
17.0 M |
|
Filed 2012-10-24 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000
|
| HF |
P&C Global Fund LP |
[2012-04-30]
|
1.9 M |
4.0 M |
|
Filed 2012-10-24 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000
|
| HF |
P&C Value Added Fund LP |
[2012-04-30]
|
4.0 M |
4.3 M |
|
Offered $10,348,000 · Filed 2010-10-26 (D) · Exemption 506 · Minimum $25,000 · Remaining $6,347,000 · Duration One year or less · Revenue No Revenues
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (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 |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (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 |
0.0 |
| Total |
347 |
31.4 |
| By Discretionary |
| Discretionary |
345 |
31.0 |
| Non-Discretionary |
2 |
0.4 |
| Total |
347 |
31.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
31.4 |
| Total |
347 |
31.4 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.0B |
| Serves | Retail, Research |
| Fund Types | Hedge Fund |
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