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| JW Coons Advisors LLC
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| |
|---|---|
| CRD # | 129067 |
| SEC # | 801-64017 |
| CIK # | |
| AUM | $533.8 MM (2024-07-18) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 614-918-3500 |
| Address | 1151 Bethel Road, Suite 204B Columbus, OH 43220 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Foresight Fund LLC | [2012-03-27] | 2.0 | 10.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 25.4 |
| (b) Individuals (high net worth individuals) | 95 | 484.0 |
| (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 | 9 | 24.1 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 533.8 |
| By Discretionary | ||
| Discretionary | 339 | 480.0 |
| Non-Discretionary | 2 | 53.8 |
| Total | 341 | 533.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 533.8 | |
| Total | 341 | 533.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Hoffman | 24 | ||
| James Coons | 4 | ||
| Keith Blankemeyer | 4 | ||
| JWCA Foresight Management LLC | 3 |
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|---|---|---|
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MS | 0.5 |
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Waycross Partners LLC
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Powell Investment Advisors LLC
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