Jordan Capital AM LLC

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Assets, Funds, Holdings

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Jordan Capital AM LLC
CRD #149243
SEC #802-77234
CIK #0001591450
AUM
Employees
Fees
Minimum
Phone706-575-5262
Address3500 Piedmont Road, NE
Atlanta, GA 30305
Source [IAPD] [EDGAR] [Website]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Type Form D Funds Date Sold AUM
HF Jordan Capital Partners LP [2012-10-03] 64.4 M 66.2 M
Filed 2025-04-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($)
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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Gunby Garrard Executive Officer 6 2
Meika Hilsman Executive Officer 1 1
Vad Yazvinski Executive Officer 1 1
Jordan Capital Am LLC Promoter 1 1
Kim Wise Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
4 [0001591450]
SC 13G [0001591450]
Form 13D/13G Filer Form 13D/13G Subject Filed
Jordan Capital AM LLC Security National Financial Corp [2020-02-14]
Jordan Capital AM LLC Security National Financial Corp [2019-02-08]
Jordan Capital AM LLC Security National Financial Corp [2018-01-03]
Jordan Capital AM LLC Security National Financial Corp [2017-01-05]
Jordan Capital AM LLC Security National Financial Corp [2016-02-11]
Jordan Capital AM LLC ASTA Funding Inc [2016-02-10]
Jordan Capital AM LLC ASTA Funding Inc [2015-05-20]
Jordan Capital AM LLC Security National Financial Corp [2015-03-04]
Jordan Capital AM LLC Security National Financial Corp [2015-02-24]
Jordan Capital AM LLC Security National Financial Corp [2015-02-13]
View All
Firm Profile (Form ADV)
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
Jordan Capital AM LLC
Security National Financial Corp
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Security National Financial Corp SNFCA
Class A Common Stock
2015-04-01 Sell 40,238 $5.53 222,516
Security National Financial Corp SNFCA
Class A Common Stock
2015-04-01 Buy 40,238 $5.53 222,516
Security National Financial Corp SNFCA
Class A Common Stock
2015-03-31 Buy 2,900 $5.20 15,080
Security National Financial Corp SNFCA
Class A Common Stock
2015-03-30 Buy 2,000 $5.31 10,620
Security National Financial Corp SNFCA
Class A Common Stock
2015-03-27 Buy 783 $5.37 4,205
Security National Financial Corp SNFCA
Class A Common Stock
2015-03-27 Buy 117 $5.37 628
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