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| JW Korth & Company Limited Partnership
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|---|---|
| CRD # | 26455 |
| SEC # | 801-85185 |
| CIK # | |
| AUM | 228.7 M (2026-03-31) |
| 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 | AUM |
|---|---|---|---|---|
| Other | KDM Capital Partners LP | [2025-03-31] | 9.2 M | 22.4 M |
| Filed 2025-08-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 7.4 |
| (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 | 22.4 |
| (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 | 198.9 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 228.7 |
| By Discretionary | ||
| Discretionary | 7 | 36.7 |
| Non-Discretionary | 7 | 192.0 |
| Total | 14 | 228.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.7 | |
| Total | 14 | 228.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Holly Macdonald-Korth | Executive Officer | 9 | 2 | |
| Kdm Capital LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 2549008P8HEJZX91W858 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sterling Investment Advisors LLC
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|
MO | 229.3 M |
|
Powell Financial Inc
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|
NC | 229.2 M |
|
Antonelli Financial Advisors LLC
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MI | 229.1 M |
|
Hemisphere Partners LLC
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NY | 228.9 M |
|
LSB Capital Management Inc
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IA | 228.8 M |
|
Westview Management LLC
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VT | 228.6 M |
|
Calderwood Financial Strategies Inc
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TX | 228.5 M |
|
Colin Bruce Ted
✚
|
228.5 M | |
|
MSP Wealth Management LLC
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|
OR | 228.5 M |
|
Wealth Forward LLC
✚
|
ND | 228.1 M |