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A.w. Jones Advisors, LLC

● SEC registered since 2012CRD 161260SEC# 801-73790New York, NY
Export (members)
Ranks #3,512 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$667M
Fund GAV
$598.7M
Private funds
4
Employees
6
Accounts
7
Location
New York, NY

A.w. Jones Advisors, LLC assets under management

A.w. Jones Advisors, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $667 million in regulatory assets under management and employs 6 people. A.w. Jones Advisors, LLC manages 4 private funds with combined gross assets of $598.7 million, including A.w. Jones Company. By regulatory assets, it ranks 3,512 of 6,004 private fund managers.

A.w. Jones Advisors, LLC private funds

4 funds · $598.7M GAV
FundTypeGross assetsMin.
A.w. Jones CompanyHedge$380.1M$100K
Schechter Private Capital Fund I, LLCPrivate Equity$120M$10K
A.w. Jones AssociatesHedge$82.6M$250K
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A.w. Jones Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Konnerth Merrins ControlChief Compliance OfficerUnder 5%2024
Robert Lee Burch ControlManaging Member/CeoOver 75%2012

Frequently asked questions

How much does A.w. Jones Advisors, LLC manage?

A.w. Jones Advisors, LLC reports $667 million in regulatory assets under management on its Form ADV.

How many private funds does A.w. Jones Advisors, LLC manage?

A.w. Jones Advisors, LLC manages 4 private funds with combined gross assets of $598.7 million.

How many employees does A.w. Jones Advisors, LLC have?

A.w. Jones Advisors, LLC reports 6 employees.

Where is A.w. Jones Advisors, LLC located?

A.w. Jones Advisors, LLC is based in New York, NY and has been SEC-registered since 2012.

Does A.w. Jones Advisors, LLC disclose fund performance?

A.w. Jones Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address126 East 56th Street, 18th Floor, New York, NY 10022
Phone646-517-6400
Fax212-218-1079
Office hours9a.m.-6p.m.
SEC regionNew York Regional Office (NYRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$667M▲ 37%
Mar '25 — $487.8MApr '25 — $487.8MMay '25 — $487.8MJun '25 — $487.8MJul '25 — $487.8MAug '25 — $487.8MSep '25 — $487.8MOct '25 — $487.8MNov '25 — $487.8MDec '25 — $487.8MJan '26 — $487.8MFeb '26 — $487.8MMar '26 — $547MApr '26 — $547MMay '26 — $667MJun '26 — $667M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
AUM vs fund managersTop 58%
Larger than 42% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$667Mregulatory AUM
Discretionary $598.7MNon-discretionary $68.3M

Fund type mix

Private Equity2
Hedge2