AWM Capital LLC

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AWM Capital LLC ✚
CRD #	287980
SEC #	801-114373
CIK #	0001806820
AUM	1,487.2 M (2026-03-13)
Employees	38 (74% Investors, 0% Brokers)
Phone	323-940-1339
Address	1 N 1st Street Phoenix, AZ 85004
Source	[IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
VC	AWM Venture Fund VI LP	2026-03-13		21.6 M
RE	Baywood Ranch LP	[2026-03-13]	0.6 M	1.4 M
	Filed 2025-11-04 (D) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC	AWM Venture Fund V LP	[2025-03-31]	20.4 M	20.9 M
	Offered $21,000,000 · Filed 2025-09-11 (D/A) · Exemption 506(b) · Minimum $25,000 · Remaining $600,000 · Duration One year or less · Revenue Decline to Disclose
VC	AWM Ventures Real Estate Fund I LP	[2025-03-31]	29.4 M	31.0 M
	Offered $35,000,000 · Filed 2025-09-11 (D/A) · Exemption 506(b) · Minimum $25,000 · Remaining $5,600,000 · Duration One year or less · Revenue Decline to Disclose
VC	AWM Venture Fund IV LP	[2024-03-28]	7.0 M	17.2 M
	Offered $18,000,000 · Filed 2023-07-10 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $11,050,000 · Duration One year or less · Revenue Decline to Disclose
VC	AWM Venture Fund III LLC	[2022-03-23]	6.8 M	8.1 M
	Offered $7,882,000 · Filed 2022-07-22 (D/A) · Exemption 506(b) · Minimum $10,000 · Remaining $1,112,000 · Duration One year or less · Revenue Decline to Disclose
VC	AWM Ventures SPV III	[2022-03-23]	0.3 M	0.2 M
	Offered $256,250 · Filed 2022-01-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Net Assets Decline to Disclose
VC	AWM Venture Fund II LLC	[2021-03-25]	3.7 M	3.6 M
	Offered $3,665,000 · Filed 2021-08-19 (D/A) · Exemption 506(b) · Minimum $15,000 · Duration One year or less · Revenue Decline to Disclose
VC	AWM Venture Opportunity Fund I LLC	[2020-06-29]	1.2 M	1.0 M
	Offered $1,221,000 · Filed 2020-07-06 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose
VC	AWM Venture SPV I LLC	[2019-03-20]	0.1 M	0.1 M
	Offered $70,000 · Filed 2019-11-14 (D) · Exemption 506(b) · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	219	75.2
(b) Individuals (high net worth individuals)	236	1,294.2
(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	12	110.6
(g) Pension and profit sharing plans	0	1.1
(h) Charitable organizations	0	6.2
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(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	2,885	1,487.2
By Discretionary
Discretionary	2,885	1,487.2
Non-Discretionary	0	0.0
Total	2,885	1,487.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,487.2
Total	2,885	1,487.2

Form D Directors	Role	# Filings	# Firms
Sydecar	Director	4786	74
Theodore Stiefel	Executive Officer	386	20
Robert McConchie	Executive Officer	11	2
Brandon Averill	Executive Officer	11	2
Erik Averill	Executive Officer	10	2
Justin Dyer	Executive Officer	7	2
Debbie Lynch	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001806820]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail
Fund Types	Real Estate

Comparable Firms	State	AUM
HCR Wealth Advisors ✚	CA	1,958.1 M
Bulltick Wealth Management LLC ✚	FL	1,947.1 M
Latash Investments LLC ✚	AK	1,738.3 M
Buchanan Street Partners LP ✚	CA	1,607.6 M
Allen Capital Group LLC ✚	NE	1,501.6 M
Gibraltar Capital Management Inc ✚	OK	1,349.0 M
Stansberry Asset Management LLC ✚	TX	1,291.3 M
Hohimer Wealth Management LLC ✚	WA	1,255.9 M
Arista Wealth Management LLC ✚	NV	1,201.8 M
Verity Asset Management Inc ✚	NC	1,154.4 M

AWM Capital LLC

Assets, Funds, Holdings