Awj Capital Partners, LLC is a mid-sized advisory firm based in Minneapolis. It manages $57.24 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Minnesota.
Awj Capital Partners provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Awj Capital Partners, LLC is $57.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 854% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Awj Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Win Jay Neuger has been acting as President since 1 Mar 2013. Matthew Oconnell Fitzmaurice joined the executive team most recently as the Managing Member/Chief Compliance Officer.
The principal office where Awj Capital Partners, LLC performs its advisory services is located at 222 South 9 Th Street, Minneapolis, MN 55402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 612-338-3804 or by fax 612-338-3805. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.