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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JW Coons Advisors LLC
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|---|---|
| CRD # | 129067 |
| SEC # | 801-64017 |
| CIK # | |
| AUM | $587.0 M (2025-04-14) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 614-918-3500 |
| Address | 1151 Bethel Road, Suite 204B Columbus, OH 43220 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Foresight Fund LLC | [2012-03-27] | 2.0 | 10.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 22.1 |
| (b) Individuals (high net worth individuals) | 99 | 540.0 |
| (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 | 8 | 24.6 |
| (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 | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 587.0 |
| By Discretionary | ||
| Discretionary | 339 | 533.7 |
| Non-Discretionary | 2 | 53.4 |
| Total | 341 | 587.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 587.0 | |
| Total | 341 | 587.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Hoffman | 25 | ||
| Keith Blankemeyer | 4 | ||
| James Coons | 4 | ||
| JWCA Foresight Management LLC | 3 |
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|---|---|---|
|
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✚
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MA | 0.6 |
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|
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