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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A.W. JONES

A.W. JONES ADVISORS, LLC, CRD 161260

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c1e986f-eea0-652f-142a-6ae7ba48ae62

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 2
Observed: Feb 14, 2012 to May 15, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A.W. Jones

Private equity manager · shared crd

Independent Sponsorsidentity

A.W. Jones

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $667MItem 5.F on the latest filing (2026-05-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $599M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
Private funds: 4Schedule D 7.B(1)
Relying advisers: 1
SEC number: 801-73790
CRD: 161260
Filings on the tape: 25
First filed: Feb 14, 2012
Latest filed: May 15, 2026
Organised: Limited Liability Company, DE
Website: awjones.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A.W. JONES COMPANY	Hedge Fund	$413M	Oct 30, 2024	78	Feb 14, 2012	reported	021-174428
A.W. JONES ASSOCIATES	Hedge Fund	$89.5M	Oct 30, 2024	32	Apr 1, 2013	reported	021-190131
A.W. JONES FUND LTD.	Hedge Fund	$40.5M	Jul 3, 2013	20	Apr 1, 2013	dropped	021-174428
A.W. JONES FUND LP	Hedge Fund	$684,000	Jul 3, 2013	3	Apr 1, 2013	dropped	021-184061

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURCH, ROBERT, LEE	MANAGING MEMBER/CEO	E	yes	03/2012	Feb 14, 2012	Oct 30, 2024
MERRINS, BRIAN, KONNERTH	CHIEF COMPLIANCE OFFICER	Na	yes	10/2024	Oct 30, 2024	Oct 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A.W. JONES GP LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$547M	$479M	5	4	0	3	n/a
2024	Mar 28, 2025	$488M	$451M	3	2	0	2	n/a
2023	Mar 21, 2024	$503M	$503M	5	3	1	2	$503M
2022	Mar 24, 2023	$493M	$493M	6	4	1	2	$493M
2021	Mar 30, 2022	$619M	$619M	6	4	1	2	$619M
2020	Mar 25, 2021	$557M	$557M	6	4	1	2	$557M
2019	Mar 25, 2020	$463M	$463M	6	4	1	2	$463M
2018	Mar 28, 2019	$399M	$399M	8	5	2	2	$394M
2017	Mar 22, 2018	$425M	$425M	7	5	2	2	$425M
2016	Mar 21, 2017	$364M	$364M	2	2	n/a	2	$364M
2015	Mar 29, 2016	$390M	$390M	2	2	n/a	2	$390M
2014	Mar 19, 2015	$405M	$405M	2	2	n/a	2	$405M
2013	Mar 20, 2014	$380M	$380M	2	2	n/a	2	$380M
2012	Apr 1, 2013	$317M	$317M	2	2	n/a	4	$358M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$667M	$488M	36.8%	$493M	10.6%	6	3	0	0

Relationships

Advises (4)

→ A.W. JONES COMPANYPrivate fundHedge Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ A.W. JONES ASSOCIATESPrivate fundHedge Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ A.W. JONES FUND LTD.Private fundHedge Fund, IA, no longer reported
Apr 1, 2013 to Jul 3, 2013factForm ADV
→ A.W. JONES FUND LPPrivate fundHedge Fund, IA, no longer reported
Apr 1, 2013 to Jul 3, 2013factForm ADV

Controls (2)

← BURCH, ROBERT, LEEOwnerMANAGING MEMBER/CEO, ownership code E, individual
Feb 14, 2012 to Oct 30, 2024factForm ADV
← MERRINS, BRIAN, KONNERTHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 30, 2024 to Oct 30, 2024factForm ADV

Dated events

Occurred
Oct 30, 2024
Control person joined
Konnerth Brian Merrins (Chief Compliance Officer) appeared on Schedule A of A.W. Jones
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c1e986f-eea0-652f-142a-6ae7ba48ae62
First observed: Feb 14, 2012
Last observed: May 15, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

A.W. JONES

A.W. JONES ADVISORS, LLC, CRD 161260

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c1e986f-eea0-652f-142a-6ae7ba48ae62

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

A.W. JONES COMPANY

Hedge Fund

$413M

Oct 30, 2024

Feb 14, 2012

reported

021-174428

A.W. JONES ASSOCIATES

Hedge Fund

$89.5M

Oct 30, 2024

Apr 1, 2013

reported

021-190131

A.W. JONES FUND LTD.

Hedge Fund

$40.5M

Jul 3, 2013

Apr 1, 2013

dropped

021-174428

A.W. JONES FUND LP

Hedge Fund

$684,000

Jul 3, 2013

Apr 1, 2013

dropped

021-184061

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURCH, ROBERT, LEE

MANAGING MEMBER/CEO

yes

03/2012

Feb 14, 2012

Oct 30, 2024

MERRINS, BRIAN, KONNERTH

CHIEF COMPLIANCE OFFICER

yes

10/2024

Oct 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

A.W. JONES GP LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$547M

$479M

n/a

2024

Mar 28, 2025

$488M

$451M

n/a

2023

Mar 21, 2024

$503M

2022

Mar 24, 2023

$493M

2021

Mar 30, 2022

$619M

2020

Mar 25, 2021

$557M

2019

Mar 25, 2020

$463M

2018

Mar 28, 2019

$399M

$394M

2017

Mar 22, 2018

$425M

2016

Mar 21, 2017

$364M

n/a

$364M

2015

Mar 29, 2016

$390M

n/a

$390M

2014

Mar 19, 2015

$405M

n/a

$405M

2013

Mar 20, 2014

$380M

n/a

$380M

2012

Apr 1, 2013

$317M

n/a

$358M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$667M

$488M

36.8%

$493M

10.6%