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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JW Korth & Company Limited Partnership
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|---|---|
| CRD # | 26455 |
| SEC # | 801-85185 |
| CIK # | |
| AUM | $225.6 M (2025-03-31) |
| Employees | 20 (25% Investors, 85% Brokers) |
| Phone | 80045416281 |
| Address | 6500 Centurion Drive Lansing, MI 48917 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | KDM Capital Partners LP | [2025-03-31] | 0.0 | 25.3 |
| 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) | 4 | 7.8 |
| (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 | 1 | 25.3 |
| (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 | 7 | 192.5 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 225.6 |
| By Discretionary | ||
| Discretionary | 7 | 41.4 |
| Non-Discretionary | 7 | 184.3 |
| Total | 14 | 225.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.6 | |
| Total | 14 | 225.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Holly Macdonaldkorth | 9 | ||
| KDM Capital LLC | 1 | ||
| JW Korth & Company LP | 1 |
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|---|---|---|
|
724 Capital LLC
✚
|
0.2 | |
|
The Ehrlich Group LLC
✚
|
CA | 0.2 |
|
SPWM Advisors LLC
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|
MI | 0.2 |
|
Efinancial Alliance LLC
✚
|
TN | 0.2 |
|
Magnolia Private Wealth LLC
✚
|
PA | 0.2 |
|
Pan Global Advisers LLC
✚
|
CA | 0.2 |
|
Waterstone Financial Advisory LLC
✚
|
FL | 0.2 |
|
Malvern Capital Management LLC
✚
|
PA | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.2 |