A.W. Jones Advisors, Llc
- Regulatory AUM
- $667M
- Discretionary
- $599M
- Clients
- 7
- Avg AUM / client
- $95.3M
- Accounts
- 7
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $650M | 97.5% |
| Other investment advisers | 1 | $16.7M | 2.5% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $503M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| A.W. Jones Company master | Hedge Fund | New York | $413M | 78 |
| A.W. Jones Associates | Hedge Fund | Delaware | $89.5M | 32 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burch, Robert, Lee | Managing Member/Ceo | Mar 2012 (14y) | 75% or more | |
| Merrins, Brian, Konnerth | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $503M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| A.W. Jones Company | Hedge Fund | $413M | $100K | 78 |
| A.W. Jones Associates | Hedge Fund | $89.5M | $250K | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 2.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Pershing $2.0M (1% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗