JIM POE AND ASSOCIATES INC.
JIM POE AND ASSOCIATES INC. of FT. WORTH, TX is an SEC-registered investment adviser (CRD 140232). Regulatory assets under management: $42.7M.
Registration
- CRD: 140232
- SEC file number: 801-71822
- Type: Registered investment adviser
- Location: 6040 CAMP BOWIE BLVD. SUITE 3, FT. WORTH, TX, 76116
- Phone: 817-569-7600
- Latest filing: 2013-08-13
- Regulatory AUM: $42.7M
- Discretionary AUM: $42.2M
- Non-discretionary AUM: $453K
- Clients: 6
- Accounts: 375
Officers, owners & control persons (2)
Private funds (3)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| P&C DIVIDEND CAPTURE FUND 1, LP | Hedge Fund | — | 81 | $17.0M | $100K |
| P&C VALUE ADDED FUND, LP | Hedge Fund | — | 27 | $4.3M | $100K |
| P&C GLOBAL FUND, LP | Hedge Fund | — | 23 | $4.0M | $100K |
Fund service providers (1)
- administrator: NOTTINGHAM INVESTMENT ADMINISTRATION — 3 funds
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