# A.W. JONES ADVISORS, LLC

A.W. JONES ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 161260
- Type: SEC-registered investment adviser
- SEC file number: 801-73790
- Location: 126 EAST 56TH STREET, 18TH FLOOR, NEW YORK, NY, 10022
- Phone: 646-517-6400
- Latest filing: 2026-05-15
- Regulatory AUM: $667.0M
- Discretionary AUM: $598.7M
- Non-discretionary AUM: $68.3M
- Clients: 6
- Accounts: 7

## Business model

- Compensation: % of AUM, Performance
- Clients served: Charities, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Brian Konnerth Merrins](https://search.stillhousedata.com/person/674631) | CHIEF COMPLIANCE OFFICER | — |
| [Robert Lee Burch](https://search.stillhousedata.com/person/712185) | MANAGING MEMBER/CEO | — |
| [BURCH CHAD LEE](https://search.stillhousedata.com/person/729004) | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER; MANAGING MEMBER (+2 more) | — |
| [MERRINS BRIAN KONNERTH](https://search.stillhousedata.com/person/828502) | CHIEF COMPLIANCE OFFICER | — |
| [ROSENBLATT AVI JASON](https://search.stillhousedata.com/person/846065) | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| [HAUG THOMAS JOHN](https://search.stillhousedata.com/person/846066) | PRESIDENT - A.W. JONES PRIVATE ADVISORS, LLC | — |


## Private funds (4)

Mix: Hedge Fund 2 · Private Equity Fund 2

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| A.W. JONES COMPANY | Hedge Fund | New York | 84 | $380.1M | $100K |
| SCHECHTER PRIVATE CAPITAL FUND I, LLC | Private Equity Fund | Delaware | 782 | $120.0M | $10K |
| A.W. JONES ASSOCIATES | Hedge Fund | Delaware | 34 | $82.6M | $250K |
| A.W. JONES SELECT OPPORTUNITIES FUND I, LP | Private Equity Fund | New York | 7 | $16.0M | $100K |


## Fund service providers (1)

- custodian: A.W. JONES FUND LTD.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161260/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161260/similar
- Related entities: https://search.stillhousedata.com/firm/161260/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161260

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.