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| AW Jones Advisors LLC
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|---|---|
| CRD # | 161260 |
| SEC # | 801-73790 |
| CIK # | |
| AUM | 667.0 M (2026-05-15) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 646-517-6400 |
| Address | 126 East 56th Street New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | AW Jones Select Opportunities Fund I LP | 2026-03-31 | 16.0 M | |
| PE | Schechter Private Capital Fund I LLC | [2022-04-13] | 15.4 M | 120.0 M |
| Filed 2017-05-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | AW Jones Associates | [2013-04-01] | 68.9 M | 82.6 M |
| Filed 2026-02-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | AW Jones Fund LP | [2013-04-01] | 0.6 M | 0.7 M |
| Filed 2013-09-13 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | AW Jones Fund Ltd | [2013-04-01] | 68.9 M | 40.5 M |
| Filed 2026-02-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | AW Jones Company | [2012-02-14] | 68.9 M | 380.1 M |
| Filed 2026-02-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 650.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 16.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 667.0 |
| By Discretionary | ||
| Discretionary | 5 | 598.7 |
| Non-Discretionary | 2 | 68.3 |
| Total | 7 | 667.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 68.3 | |
| United States Persons | 598.7 | |
| Total | 7 | 667.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Charles Thomas | Director | 160 | 30 | |
| Tammy Jennissen | Director | 137 | 28 | |
| William Shaw | Director | 93 | 23 | |
| Benoit Sansoucy | Director | 49 | 12 | |
| Patrick Sakala | Director | 15 | 10 | |
| Alasdair Foster | Director | 11 | 6 | |
| Aw Jones Advisors LLC | Executive Officer | 4 | 3 | |
| Robert Burch IV | Executive Officer | 3 | 2 | |
| Robert Burch III | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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