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Awm Capital, LLC

● SEC registered since 2018CRD 287980SEC# 801-114373Phoenix, AZ
Export (members)
Ranks #2,512 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.15B
Fund GAV
$70.1M
Private funds
8
Employees
27
Accounts
2,586
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 $1.2 billion in regulatory assets under management and employs 27 people. Awm Capital, LLC manages 8 private funds with combined gross assets of $70.1 million, including Awm Venture Fund V LP. By regulatory assets, it ranks 2,512 of 5,911 private fund managers.

Awm Capital, LLC private funds

8 funds · $70.1M GAV
FundTypeGross assetsMin.
Awm Venture Fund V LPVenture Capital$20.3M$50K
Awm Venture Fund IV, LPVenture Capital$17.9M$100K
Awm Ventures Real Estate Fund I LPVenture Capital$14.8M$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 $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Awm Capital, LLC manage?

Awm Capital, LLC manages 8 private funds with combined gross assets of $70.1 million.

How many employees does Awm Capital, LLC have?

Awm Capital, LLC reports 27 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 700, 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

Assets under management

Discretionary$1.15B
Non-discretionary$0
Total (RAUM)$1.15B

Service providers