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CRD 107794
LOUISVILLE, KY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TODD PARKER LOWE | Certified Financial Planner|Chartered Financial Analyst | LOUISVILLE, KY | 2 | 43 | n/a | no |
| MATTHEW WILLIAM CARPER | Chartered Financial Analyst | LOUISVILLE, KY | 2 | 26 | n/a | no |
| THOMAS ALEXANDER COREA | n/a | LOUISVILLE, KY | 2 | 39 | n/a | no |
| TONY HOWARD COFFEY | n/a | LOUISVILLE, KY | 2 | 32 | n/a | no |
| JOHN MCFERRAN BARR, II | n/a | LOUISVILLE, KY | 2 | 44 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FORT NELSON PARTNERS, LP | Hedge Fund | $17.8M | Jan 21, 2026 | 31 | Mar 6, 2012 | reported | 021-1673359 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARR, II, JOHN, MCFERRAN | Chairman | B | yes | 03/1999 | Jan 21, 2026 | Jan 21, 2026 |
| COFFEY, TONY, HOWARD | CHIEF FINANCIAL OFFICER | B | yes | 03/1999 | Jan 21, 2026 | Jan 21, 2026 |
| COREA, THOMAS, ALEXANDER | CHIEF EXECUTIVE OFFICER | C | yes | 03/1999 | Jan 21, 2026 | Jan 21, 2026 |
| LOWE, TODD, PARKER | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | yes | 12/1998 | Jan 21, 2026 | Jan 21, 2026 |
| CARPER, MATTHEW, WILLIAM | SENIOR VICE PRESIDENT | Na | no | 09/2014 | Jan 21, 2026 | Jan 21, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 21, 2026 | $1.2B | $1.2B | 7 | 5 | 0 | 1 | n/a |
| 2024 | Jan 24, 2025 | $1.1B | $1.1B | 7 | 5 | 0 | 1 | n/a |
| 2023 | Jan 26, 2024 | $994M | $976M | 7 | 5 | 0 | 1 | $13.8M |
| 2022 | Jan 26, 2023 | $860M | $844M | 7 | 5 | 0 | 1 | $13.3M |
| 2021 | Feb 14, 2022 | $1.0B | $987M | 7 | 5 | 0 | 1 | $20.9M |
| 2020 | Feb 10, 2021 | $858M | $843M | 7 | 5 | 0 | 1 | $20.5M |
| 2019 | Feb 4, 2020 | $760M | $747M | 7 | 5 | 0 | 1 | $15.9M |
| 2018 | Feb 1, 2019 | $652M | $635M | 7 | 5 | 0 | 1 | $16.0M |
| 2017 | Feb 16, 2018 | $660M | $643M | 8 | 5 | 0 | 1 | $18.0M |
| 2016 | Feb 17, 2017 | $596M | $585M | 7 | 5 | n/a | 1 | $16.5M |
| 2015 | Jan 29, 2016 | $587M | $578M | 7 | 5 | n/a | 1 | $15.6M |
| 2014 | Jan 27, 2015 | $550M | $550M | 7 | 5 | n/a | 1 | $8.4M |
| 2013 | Jan 23, 2014 | $504M | $504M | 6 | 4 | n/a | 1 | $8.4M |
| 2012 | Jan 30, 2013 | $444M | $444M | 6 | 4 | n/a | 1 | $3.5M |
| 2011 | Mar 6, 2012 | $386M | $386M | n/a | n/a | n/a | 1 | $3.5M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $1.1B | 8.7% | $860M | 12.3% | 7 | 7 | 0 | 0 |