Investment adviser · CRD 26455

J W KORTH & COMPANY

Investment adviser filing (IA)

J.W. KORTH & COMPANY, LIMITED PARTNERSHIP

LANSING, MI, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $229M
Client accounts: 14
Employees: 20
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	7	$198,893,391	87.0%
Pooled investment vehicles	1	$22,440,000	9.8%
High-net-worth individuals	4	$7,354,820	3.2%

Filing source

Form ADV 2087010 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

KDM CAPITAL PARTNERS LPOther Private Fund · Last reported Mar 31, 2026$22.4MGross asset value

Form D fundraising filings

KDM Capital Partners LP

Fund administrator JUNIPER SQUARE, INC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BERKOWITZ POLLACK BRANT + CPAS, LLP MIAMI, Florida, United States

Custodian RBC CAPITAL MARKETS, LLC MIINEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BERKOWITZ POLLACK BRANT + CPAS, LLP
PCAOB 52

RBC CAPITAL MARKETS, LLC
SEC 8-45411

Fund details & source

Fund ID: 805-1842587210
Reported beneficial owners: 8
Minimum commitment: $100K
Form D file number: 021-522684

Form ADV 2087010 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Commissions

Principal office

6500 CENTURION DRIVE, SUITE 250
LANSING, MI, 48917, United States

CRD 26455

Filing source

Form ADV 2087010 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.