# JIM POE AND ASSOCIATES INC.

JIM POE AND ASSOCIATES INC. of FT. WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 140232
- Type: SEC-registered investment adviser
- SEC file number: 801-71822
- 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)

| Name | Role | Location |
| --- | --- | --- |
| POE JAMES EMORY | CHIEF COMPLIANCE OFFICER | — |
| POE DAUPHINAIS MARIE | DIRECTOR | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | 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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140232/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140232/similar
- Related entities: https://search.stillhousedata.com/firm/140232/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140232

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.