AWM Capital, LLC

Multi-stage venture firmSEC-registered adviserRaisingClassification probable· Phoenix, ArizonaAWMCAP.COM

AWM is the only family office built by athletes, for athletes. We help pro athlete families build generational wealth through integrated financial systems.

In the firm's own words, from its website.

Reported fund assets
$107M
sum of its funds' Form ADV filings, last 30 months
Investment team
29
Latest vintage
2024
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (48)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

41 additional team members, 7 additional investments, funds and LPs, 12 events, 41 verified contacts (40 professional url, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 2 vehicles
    on Form D, 18 months

    2 vehicles filed a Form D in the last 18 months, the latest AWM Venture Fund V on 10 Sep 2026. Largest offerings: AWM Ventures Real Estate Fund I $35M and AWM Venture Fund V $21M. $49.8M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →

People to know

View all people

Relationship network

54 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to AWM Capital, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to AWM Capital, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
edtech
Stages
not stated or not yet read
Geography
mena
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

48 current, 1 departed

Decision makers

who to call first, and why; then everyone else by function
  • Brandon Lee Averill · Partner
    Why this person: Partner: part of the investment decision; Named with investment responsibility
  • David Rickard Penniall · Member
    Why this person: Named with investment responsibility; Moved here from AWM CAPITAL, LLC in Oct 2024
  • Erik Daniel Averill · Member
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

48 current, 1 departed
2 departed (kept with end dates)

Contacts

1 firm phone, 40 professional url

1 firm phone, 40 professional url on record, each with its source. Values open with the complete profile.

Funds and LPs

9 vehicles, 0 LPs disclosed

Funds and vehicles

9 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
AWM Ventures Real Estate Fund I LPFund2024 form d first saleFundraising$31.0M
Mar 13, 2026
50$29.4M
of $35.0M
Sep 10, 2026
AWM Venture Fund V LPFund2024 form d first saleFundraising$20.9M
Mar 13, 2026
55$20.4M
of $21.0M
Sep 10, 2026
AWM Venture Fund IV, LPFund2023 form d first saleActive deployment$17.2M
Mar 13, 2026
52$7.0M
of $18.0M
Jul 10, 2023

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 2 other DFX graphs

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 2 other DFX graphs Show
Across DFX
  • The same institution is held on Real Estate Funds, RIA and Wealth, matched by identifier. See which records
Across the graphs

AWM Capital, LLC is the same institution as 2 records in Real Estate Funds and RIA and Wealth.

Real Estate Funds1RIA and Wealth1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

17 dated events, 83 observations from 4 sources

Timeline

17 dated events
  1. seen on or beforeSep 23, 2026
    AWM Capital, LLC: MICRO_VC -> MULTI_STAGE_VC (both early and growth/opportunity families, reported GAV $107M)
    Classification changedClassificationInference
  2. Mar 13, 2026
    AWM Venture Fund VI LP first reported on Form ADV by AWM Capital, LLC (Venture Capital Fund), GAV $21,622,000
    Fund first reported on Form ADVFundsInferenceAWM Venture Fund VI LPForm ADV
  3. Mar 13, 2026
    AWM Venture Fund V LP first reported on Form ADV by AWM Capital, LLC (Venture Capital Fund), GAV $20,862,000
    Fund first reported on Form ADVFundsInferenceAWM Venture Fund V LPForm ADV
  4. Mar 13, 2026
    AWM Ventures Real Estate Fund I LP first reported on Form ADV by AWM Capital, LLC (Venture Capital Fund), GAV $30,987,000
    Fund first reported on Form ADVFundsInferenceAWM Ventures Real Estate Fund I LPForm ADV
  5. Mar 28, 2024
    AWM Venture Fund IV, LP first reported on Form ADV by AWM Capital, LLC (Venture Capital Fund), GAV $16,908,233
    Fund first reported on Form ADVFundsFactAWM Venture Fund IV, LPForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Mar 13, 2026 · 10 private fundsShow
Headquarters
Phoenix, AZadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
AWMCAP.COM
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 13, 2026
Private funds reported
10 (9 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$108Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.5Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
38

Classification history

Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $107M
  2. Sep 15, 2026
    Micro VC (probable, 80%)
    Venture manager, reported GAV $33.4M across 6 vehicles
  3. Sep 12, 2026
    Micro VC (probable, 80%)
    Venture manager, reported GAV $30.2M across 5 vehicles

Evidence

84 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 13, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 13, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 13, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMay 15, 2024FactForm ADV
First Form ADV filing2018-11-02Mar 13, 2026FactForm ADV
First Form ADV filing2018-11-02May 15, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-13Mar 13, 2026FactForm ADV
Latest Form ADV filing2026-03-13Mar 13, 2026FactForm ADV
Latest Form ADV filing2024-05-15May 15, 2024FactForm ADV
SEC statusApprovedMar 13, 2026FactForm ADV
SEC status effective2018-12-03Mar 13, 2026FactForm ADV
Venture share of reported funds1Mar 13, 2026FactForm ADV
Venture share of reported funds1May 15, 2024FactForm ADV
Business phoneMar 13, 2026FactForm ADV
Business phoneMay 15, 2024FactForm ADV
Contact page urlOct 1, 2026FactFirm website
Contact page urlSep 16, 2026FactFirm website
DescriptionOct 1, 2026FactFirm website
DescriptionSep 16, 2026FactFirm website
DescriptionSep 13, 2026FactFirm website
Employees38Mar 13, 2026FactForm ADV
Employees30May 15, 2024FactForm ADV
HeadquartersPhoenix, AZMar 13, 2026FactForm ADV
HeadquartersPhoenix, AZMay 15, 2024FactForm ADV
Office addressMar 13, 2026FactForm ADV
Office addressMay 15, 2024FactForm ADV
Self-described typeFamily office
“AWM | The Athlete Family Office”
Oct 1, 2026FactFirm website
Self-described typeFamily office
“AWM | The Athlete Family Office”
Sep 16, 2026FactFirm website
Self-described typeFamily office
“AWM | The Athlete Family Office”
Sep 13, 2026FactFirm website
Legal formLimited Liability CompanyMar 13, 2026FactForm ADV
Private funds reported10Mar 13, 2026FactForm ADV
Private funds reported10Mar 13, 2026FactForm ADV
Private funds reported6May 15, 2024FactForm ADV
Private fund gross assets (reported)$108MMar 13, 2026FactForm ADV
Private fund gross assets (reported)$108MMar 13, 2026FactForm ADV
Private fund gross assets (reported)$33.4MMay 15, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$1.5BMar 13, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$861MMay 15, 2024FactForm ADV
Schedule a diffsadiff-1Mar 13, 2026FactForm ADV
Stated geographymena
“geography words on the home page”
Oct 1, 2026FactFirm website
Stated sectorsedtech
“sector words on the home page”
Oct 1, 2026FactFirm website
Stated sectorsedtech
“sector words on the home page”
Sep 16, 2026FactFirm website
Stated sectorsAI, edtech
“sector words on the home page”
Sep 13, 2026FactFirm website
Team pageOct 1, 2026FactFirm website
Team pageSep 16, 2026FactFirm website
Team pageSep 13, 2026FactFirm website
Venture funds reported9Mar 13, 2026FactForm ADV
Venture funds reported9Mar 13, 2026FactForm ADV
Venture funds reported6May 15, 2024FactForm ADV
WebsiteMay 15, 2024FactForm ADV
Website resolved domainathletefamilyoffice.comOct 1, 2026FactFirm website
Website resolved domainathletefamilyoffice.comSep 16, 2026FactFirm website
Website resolved domainathletefamilyoffice.comSep 14, 2026FactFirm website
Site titleOct 1, 2026FactFirm website
Site titleSep 16, 2026FactFirm website
Site titleSep 13, 2026FactFirm website
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, probableShow
Importance
38
elevated
Active deployment
60
high
Emerging
0
low
Freshness
100
high
Multi-stage venture firm · probableSEC registered investment adviser

Both early and growth/opportunity families, reported GAV $107M

The inputs behind each score
importance
gav: 0.31 · funds: 0.83 · people: 1 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 10 · reported gav: $107M · first adv filing: 2018-11-02 · years since first filing: 7.9

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

2 dated events on the change ledger, latest event first
  • Organization classification changed
    2026-09-23
  • Adviser's first ADV filing
    2018-11-02source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.