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J.W. KORTH & COMPANY, LIMITED PARTNERSHIP, CRD 26455
LANSING, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL LOUIS GIBBONS | n/a | LANSING, MI | 15 | 25 | n/a | yes |
| PAMELA JEAN HIPP | n/a | LANSING, MI | 13 | 29 | n/a | yes |
| JUSTIN ROBERT DILLON | n/a | LANSING, MI | 13 | 17 | n/a | yes |
| JON SAHIR KASHAT | n/a | BIRMINGHAM, MI | LANSING, MI | 1 | 10 | 1 | no |
| KARL GREGORY GERASIMOV | Chartered Financial Analyst | Coral Gables, FL | 0 | 10 | 1 | yes |
| HOLLY CHRISTINA MACDONALD-KORTH | n/a | LANSING, MI | Coral Gables, FL | 0 | 19 | n/a | yes |
| JAMES WILDER KORTH | n/a | LANSING, MI | Coral Gables, FL | 0 | 43 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HIPP, PAMELA JEAN | MANAGING DIRECTOR, FIXED INCOME TRADING | Na | yes | 01/2013 | Mar 25, 2015 | Mar 29, 2024 |
| J W KORTH LLC | GENERAL PARTNER | E | yes | 06/2012 | Mar 25, 2015 | Mar 29, 2024 |
| KORTH DIRECT MORTGAGE INC | SOLE MEMBER OF J W KORTH LLC, THE GENERAL PARTNER OF J W KORTH | E | yes | 07/2020 | Mar 31, 2021 | Mar 29, 2024 |
| KORTH DIRECT MORTGAGE INC | SOLE MEMBER OF J W KORTH LLC, THE GENERAL PARTNER OF J W KORTH | B | yes | 07/2020 | Mar 31, 2021 | Mar 29, 2024 |
| KORTH, JAMES WILDER | MANAGING PARTNER | Na | yes | 03/1990 | Mar 25, 2015 | Mar 29, 2024 |
| MACDONALD-KORTH, HOLLY CHRISTINA | FINOP, MANAGING DIRECTOR | Na | yes | 07/2016 | Mar 25, 2015 | Mar 29, 2024 |
| GIBBONS, MICHAEL LOUIS | Cco | Na | no | 06/2009 | Mar 25, 2015 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | n/a | Other adviser | $229M | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| CORAL GABLES | FL | United States | 2 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $229M | $36.7M | 20 | 5 | 1 | 1 | n/a |
| 2024 | Mar 31, 2025 | $226M | $41.4M | 20 | 5 | 1 | 1 | n/a |
| 2023 | Mar 29, 2024 | $205M | $12.1M | 19 | 5 | 1 | n/a | n/a |
| 2022 | Mar 31, 2023 | $202M | $11.8M | 16 | 5 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $214M | $13.1M | 18 | 5 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $194M | $16.5M | 15 | 5 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $171M | $14.7M | 13 | 5 | 1 | n/a | n/a |
| 2018 | Mar 30, 2019 | $143M | $6.0M | 11 | 5 | 1 | n/a | n/a |
| 2017 | Mar 29, 2018 | $138M | $6.5M | 9 | 5 | 2 | n/a | n/a |
| 2016 | Mar 31, 2017 | $145M | $26.7M | 13 | 5 | n/a | n/a | n/a |
| 2015 | Feb 9, 2016 | $135M | $25.0M | 17 | 5 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $229M | $226M | 1.4% | $202M | 4.2% | 20 | 20 | 1 | 1 |