A.W. JONES
Firm details
- Headquarters
- New York, New York
- CRD number
- 161260
- Registered since
- March 30, 2012
- Website
- awjones.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2ROBERT BURCH
Chief Investment OfficerCRD 5058981
BRIAN MERRINS
Chief Compliance OfficerCRD 5121361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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