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Awm Capital, LLC

● SEC registered since 2018CRD 287980SEC# 801-114373Phoenix, AZ
Export (members)
Ranks #2,521 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.49B
Fund GAV
$108.1M
Private funds
10
Employees
38
Accounts
2,885
Location
Phoenix, AZ

Awm Capital, LLC assets under management

Awm Capital, LLC is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 38 people. Awm Capital, LLC manages 10 private funds with combined gross assets of $108.1 million, including Awm Ventures Real Estate Fund I LP. By regulatory assets, it ranks 2,521 of 6,004 private fund managers.

Awm Capital, LLC private funds

10 funds · $108.1M GAV
FundTypeGross assetsMin.
Awm Ventures Real Estate Fund I LPVenture Capital$31M$50K
Awm Venture Fund VI LPVenture Capital$21.6M$50K
Awm Venture Fund V LPVenture Capital$20.9M$50K
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Awm Capital, LLC owners & executives

6 reported
NameTitleOwnershipSince
Brandon Lee Averill ControlPartner25-50%2017
David Rickard PenniallMember10-25%2017
Debra Bellantoni LynchChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Awm Capital, LLC manage?

Awm Capital, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Awm Capital, LLC manage?

Awm Capital, LLC manages 10 private funds with combined gross assets of $108.1 million.

How many employees does Awm Capital, LLC have?

Awm Capital, LLC reports 38 employees.

Where is Awm Capital, LLC located?

Awm Capital, LLC is based in Phoenix, AZ and has been SEC-registered since 2018.

Does Awm Capital, LLC disclose fund performance?

Awm Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 N. 1st Street, Suite 525, Phoenix, AZ 85004
Phone(323) 940-1339
Fax1-480-422-8575
Office hours7a.m. To 4p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1806820
Discloses disciplinary historyYes

Regulatory AUM

$1.49B▲ 29%
Mar '25 — $1.15BApr '25 — $1.15BMay '25 — $1.15BJun '25 — $1.15BJul '25 — $1.15BAug '25 — $1.15BSep '25 — $1.15BOct '25 — $1.15BNov '25 — $1.15BDec '25 — $1.15BJan '26 — $1.15BFeb '26 — $1.15BMar '26 — $1.49BApr '26 — $1.49BMay '26 — $1.49BJun '26 — $1.49B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$1.49Bregulatory AUM
Discretionary $1.49B

Fund type mix

Venture Capital9
Real Estate1