A.W. Jones
A.W. Jones Advisors LLC is a private, family-owned alternative asset manager founded in 1949, offering multi-manager hedge fund portfolios, private equity co-investments, and customized advisory solutions to HNW individuals, family offices, RIAs, endowments, and private banks.
- Company typePrivate
- Founded1949
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What A.W. Jones does
A.W. Jones Advisors LLC is a privately held, family-owned alternative asset management firm founded in 1949 by Alfred Winslow Jones, who is widely credited with pioneering the long/short equity hedge fund model. Headquartered at 126 East 56th Street in New York with 11-50 employees, the firm operates a multi-manager platform that combines hedge fund research, due diligence, and portfolio construction across established, emerging, and niche managers, supported by a proprietary hedge fund database and proprietary analytics and risk tools. Its product set comprises a Flagship multi-manager hedge fund (15-20 underlying managers), an Emerging Manager Class (8-12 managers) launched in 2017, an Insurance Dedicated Fund (launched 2019, distributed via licensed insurance brokers in partnership with SALI Fund Services), Select Opportunities (a 2022 private equity co-investment and secondaries vehicle targeting 15-25 high-conviction investments and 20%+ net IRRs), and a customized advisory solutions practice offering separately managed accounts, funds of one, co-investment programs, and special purpose vehicles.
The firm generates revenue through traditional alternative asset management fee streams: recurring management fees on assets under management across flagship, emerging manager, insurance dedicated, and private equity strategies, supplemented by performance-based fees, which are particularly material for emerging managers. Customer eligibility is restricted to Accredited Investors, Qualified Clients, and Qualified Purchasers, and the firm targets a horizontal segmentation of sophisticated investors including HNW/UHNW individuals, RIAs and financial advisors, endowments and foundations, single and multi-family offices, private banks, and investment consultants. The go-to-market is sales-led and relationship-driven, relying on professional referrals and consultant collaboration rather than broad digital marketing, and the firm is led by Robert L. Burch IV (grandson of the founder) as CIO and Managing Member since 2003.
A.W. Jones firmographics
Firmographics- Name
- A.W. Jones
- Legal name
- A.W. Jones Advisors LLC
- Website
- https://awjones.com
- Company type
- Private
- Founded year
- 1949
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- A.W. Jones Advisors LLC is a private, family-owned alternative asset manager founded in 1949, offering multi-manager hedge fund portfolios, private equity co-investments, and customized advisory solutions to HNW individuals, family offices, RIAs, endowments, and private banks.
- Ownership category
- akta.pro rank
A.W. Jones industry classification
Industry- Product category
- Alternative Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Single-Strategy Hedge Fund of Funds (FSAHAKAB)
- akta.pro secondary industries
- Fundamental/Discretionary Equity Long/Short (FSAHAAAA), Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD)
Keywords
Where A.W. Jones is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
A.W. Jones business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Management Fees: Traditional alternative asset management fee structure with management fees charged on assets under management across flagship, emerging manager, insurance dedicated, and private equity strategies
- Performance Fees (Carry): Performance-based compensation aligned with investment returns, particularly emphasized for emerging managers who rely more on performance fees than management fees
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Accredited Investor |
| Other | Multi-year contract | Qualified Client |
| Other | Multi-year contract | Qualified Purchaser |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels1 record
A.W. Jones product offering
Product offeringCore offering
A.W. Jones provides alternative asset management products built around a multi-manager hedge fund approach, combining research-driven manager selection with portfolio construction and risk management. Its offerings include the Flagship Strategy and Emerging Manager Strategy hedge fund portfolios, an Insurance Dedicated Fund structured through PPVA/PPVUL accounts for tax-deferred exposure, the Select Opportunities private equity drawdown vehicle for co-investments and secondaries, and Customized Advisory Solutions for bespoke hedge fund programs including fund transition and liquidity services. Investors must meet Accredited Investor, Qualified Client, or Qualified Purchaser eligibility thresholds.
Differentiator
Problem solved
Functional benefit
Products and services
- Flagship Strategy Multi-manager hedge fund portfolio combining approximately 15-20 established, emerging, and niche hedge fund managers within a centrally managed risk framework. Targeted at sophisticated investors meeting Accredited Investor, Qualified Client, or Qualified Purchaser thresholds, it aims to outperform broad global equity indices through market cycles with lower volatility and lower net exposure.
- Emerging Manager Strategy Multi-manager portfolio providing exposure to 8-12 emerging and niche hedge fund managers drawn from the Flagship Fund, accessed with preferential terms and future capacity allocation. Targeted at sophisticated investors seeking earlier access to managers before they reach capacity constraints.
- Insurance Dedicated Fund Tax-deferred/tax-free hedge fund investment vehicle structured through Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) accounts, available through licensed insurance brokers and administered via SALI Fund Services. Uses the same investment philosophy as the Flagship multi-manager portfolios.
- A.W. Jones Select Opportunities (Private Equity) Private equity drawdown vehicle pursuing 15-25 high-conviction opportunistic private co-investments and secondaries sourced from established and emerging managers, targeting 20%+ net IRRs with 2-5 year holding periods. Targeted at sophisticated investors seeking differentiated private equity exposure.
- Customized Advisory Solutions Bespoke hedge fund advisory programs tailored to client-specific investment objectives, including separately managed accounts, funds of one, co-investment programs, commingled funds, series LLC structures, and special purpose vehicles. Designed for institutional and family office clients requiring customized portfolio construction and risk management.
- Fund Transition & Liquidity Solutions Customized solutions designed to assist clients in transitioning between hedge fund investments and addressing liquidity needs within their alternative investment portfolios. Targeted at clients seeking structured exit, transition, or liquidity management support.
Quantifiable outcome
- 20%+ net IRR targeting in private equity solutions with 2-5 year holding periods
- +2 more outcomes
Companies that use A.W. Jones
Customer profileSegments6 records
Ideal customer profiles5 records
A.W. Jones technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
A.W. Jones partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SALI Fund Services, LLCcoreA.W. Jones has partnered with SALI Fund Services, LLC as a platform for insurance dedicated funds. SALI provides the administrative infrastructure for the A.W. Jones Insurance Fund, enabling access through private placement variable annuity (PPVA) and private placement variable universal life (PPVUL) investment accounts. A.W. Jones and SALI coordinate insurance brokerage resources for investors seeking tax-deferred investment structures.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
A.W. Jones competitors and assessment
Company assessmentDirect peers
- Skybridge Capital: Multi-strategy hedge fund of funds platform serving institutional, family office, and RIA clients. Closest direct competitor to A.W. Jones in the multi-manager hedge fund and customized solutions space.
- GAM Investments: Global multi-manager, multi-strategy investment manager with dedicated fund of hedge funds and multi-asset solutions; competes with A.W. Jones across institutional and family office channels.
- Permal Group (now part of Franklin Templeton): Long-standing hedge fund of funds manager with comparable flagship multi-manager and emerging manager strategies; one of the original institutional FoF platforms and a structural template against which A.W. Jones benchmarks.
Emerging players
- iCapital Network: Technology-driven alternatives marketplace providing feeder structures and access to hedge funds and private market strategies; competing angle to A.W. Jones' insurance dedicated and customized solutions offerings.
- CAIS: Alts-focused technology and feeder platform connecting RIAs and wealth managers to hedge fund and private market managers; a digital-first emerging alternative to A.W. Jones' relationship-driven distribution model among RIA clients.
Broad incumbents
- KKR (Kohlberg Kravis Roberts): Global alternatives manager with significant hedge fund, private equity, and customized solutions capabilities; competes with A.W. Jones Select Opportunities and multi-strategy mandates for institutional capital.
- Goldman Sachs Asset Management: Diversified asset manager with substantial hedge fund multi-manager and alternatives franchises; a strategic competitor for institutional and family office mandates where A.W. Jones also competes.
- Morgan Stanley Investment Management: Large multi-affiliate investment platform with hedge fund, private equity, and customized solutions capabilities; overlaps with A.W. Jones across private bank and institutional channels.
- Blackstone (Blackstone Alternative Asset Management): Large alternatives platform with hedge fund solutions and customized multi-manager portfolios servicing institutional investors; overlaps with A.W. Jones at the high-end of institutional RIA and endowment relationships.
Others
- Aon (Investment Consulting): Large institutional investment consultant that recommends hedge fund and alternatives managers to endowments, foundations, and other institutions; relevant adjacent player because A.W. Jones explicitly cultivates consultant relationships for distribution.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
A.W. Jones financial estimates
Financial estimateRevenue estimate
Valuation estimate
A.W. Jones leadership team
Management profileNumber of profiles
Profiles5 records
A.W. Jones funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
A.W. Jones M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about A.W. Jones
What does A.W. Jones do?
A.W. Jones provides alternative asset management products built around a multi-manager hedge fund approach, combining research-driven manager selection with portfolio construction and risk management. Its offerings include the Flagship Strategy and Emerging Manager Strategy hedge fund portfolios, an Insurance Dedicated Fund structured through PPVA/PPVUL accounts for tax-deferred exposure, the Select Opportunities private equity drawdown vehicle for co-investments and secondaries, and Customized Advisory Solutions for bespoke hedge fund programs including fund transition and liquidity services. Investors must meet Accredited Investor, Qualified Client, or Qualified Purchaser eligibility thresholds.
Is A.W. Jones a public or private company?
A.W. Jones is a private company. It is classified as family owned and is currently operating.
When was A.W. Jones founded?
A.W. Jones was founded in 1949. It employs 11 to 50 people.
Where is A.W. Jones based?
A.W. Jones is headquartered in New York, United States, in the North America region.
How does A.W. Jones make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are performance Fees (Carry).
Who are A.W. Jones's main competitors?
Direct peers on record are Skybridge Capital, GAM Investments and Permal Group (now part of Franklin Templeton). Emerging players are iCapital Network and CAIS. Broad incumbents are KKR (Kohlberg Kravis Roberts), Goldman Sachs Asset Management, Morgan Stanley Investment Management and Blackstone (Blackstone Alternative Asset Management). Aon (Investment Consulting) is listed as an others.
Does A.W. Jones have an API?
No public API is recorded for A.W. Jones.
What industry is A.W. Jones in?
A.W. Jones's product category is Alternative Asset Management. Its primary akta.pro industry code is FSAHAKAB, Single-Strategy Hedge Fund of Funds, with a secondary code of FSAHAAAA, Fundamental/Discretionary Equity Long/Short. Its NAICS code is 523940 and its SIC code is 6282.