AWH CAPITAL, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$148M
Discretionary
$148M
100% of AUM
Avg account
$148M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
146740
Registered since
July 14, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AWH Capital, L.P. is a SEC-registered hedge fund organized as a limited partnership and operating since 2017. The firm provides portfolio management for pooled investment vehicles and serves institutional clients. Its commercial model uses a combination of percentage-of-AUM and performance-based fees. AWH lists itself as a sponsor of limited partnerships (excluding pooled investment vehicles) and is not positioned as a multi-state or ESG-focused 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

Owners & executives

1 of 1
  • KATHLEEN SCHUTZ

    COOCRD 5723932

Contacts

1 of 1
  • AUSTIN HOPPER

    PrincipalCRD 2578267

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3899 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth