A.W. JONES ADVISORS, LLC

A.W. JONES ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 161260). Regulatory assets under management: $667.0M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Charities, Investment cos.

Officers, owners & control persons (6)

NameRoleLocation
Brian Konnerth MerrinsCHIEF COMPLIANCE OFFICER
Robert Lee BurchMANAGING MEMBER/CEO
BURCH CHAD LEECHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER; MANAGING MEMBER (+2 more)
MERRINS BRIAN KONNERTHCHIEF COMPLIANCE OFFICER
ROSENBLATT AVI JASONCHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER
HAUG THOMAS JOHNPRESIDENT - A.W. JONES PRIVATE ADVISORS, LLC

Private funds (4)

Hedge Fund: 2 · Private Equity Fund: 2

FundTypeFormedOwnersGross asset valueMin investment
A.W. JONES COMPANYHedge FundNew York84$380.1M$100K
SCHECHTER PRIVATE CAPITAL FUND I, LLCPrivate Equity FundDelaware782$120.0M$10K
A.W. JONES ASSOCIATESHedge FundDelaware34$82.6M$250K
A.W. JONES SELECT OPPORTUNITIES FUND I, LPPrivate Equity FundNew York7$16.0M$100K

Fund service providers (1)

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