AdvisorCensus / Financial advisors / Texas / Dallas / AWH Capital, L.P.
AWH Capital, L.P. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is AWH Capital, L.P. compensated?
On its Form ADV (Item 5.E, October 2026), AWH Capital, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is AWH Capital, L.P. located?
AWH Capital, L.P.'s principal office is in Dallas, TX, according to its Form ADV.
Is AWH Capital, L.P. registered with the SEC or a state?
AWH Capital, L.P. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 146740.
How much does AWH Capital, L.P. manage?
AWH Capital, L.P. reports $147,559,612 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have AWH Capital, L.P.'s assets and staff changed since 2021?
In the Form ADV data for AWH Capital, L.P.: Regulatory assets under management: $151,315,967 in the October 2021 data and $147,559,612 in the October 2026 data, down 2%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does AWH Capital, L.P. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does AWH Capital, L.P. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146740
Does AWH Capital, L.P. state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum initial capital contribution generally required from an investor in the Fund is $250,000, although capital contributions of lesser amounts may be accepted in our discretion."
What changed in AWH Capital, L.P.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $126,065,397 to $147,559,612 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum initial capital contribution generally required from an investor in the Fund is $250,000, although capital contributions of lesser amounts may be accepted in our discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$147,559,612 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $147,559,612 | 3 | March 31, 2026 |
| October 2025 | $126,065,397 | 4 | March 31, 2025 |
| October 2024 | $168,911,870 | 3 | March 28, 2024 |
| October 2023 | $141,676,418 | 3 | March 31, 2023 |
| October 2022 | $160,521,703 | 3 | March 31, 2022 |
| October 2021 | $151,315,967 | 3 | March 31, 2021 |
Regulatory assets under management: $151,315,967 in the October 2021 data and $147,559,612 in the October 2026 data, down 2%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $126,065,397 to $147,559,612 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. AWH Capital, L.P. (CRD 146740): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/awh-capital-l-p-dallas-tx-146740