A.W. JONES

RIASEC RegisteredEst. 2012
Total AUM
$667M
Discretionary
$599M
90% of AUM
Avg account
$95.3M
Accounts
7
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
161260
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.5%
  • Other Investment Advisers2.5%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

A.W. Jones operates as a limited liability company that registered with the SEC in 2012. The firm is structured and marketed as a multifaceted fund manager with primary classifications in hedge fund and private equity strategies. Its client base is institutional, and the adviser typically provides portfolio management for pooled investment vehicles and engages in selection of other advisers. A.W. Jones also acts in sponsor/GP and managing-member capacities for pooled vehicles rather than functioning as a pure capital allocator. Compensation arrangements include both a percentage-of-AUM fee and performance-based fees. The firm does not identify itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

2 of 2
  • ROBERT BURCH

    Chief Investment OfficerCRD 5058981

  • BRIAN MERRINS

    Chief Compliance OfficerCRD 5121361

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
126 E 56th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth