AWH Capital, L.P.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$147,559,612
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 3 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
AWH Capital, L.P. is a private investment manager that serves as the general partner and exclusive investment manager to a single affiliated pooled investment vehicle. It provides discretionary portfolio management and investor reporting for that Fund, whose investors include trusts, family offices, fund-of-funds, individual retirement accounts and natural persons who meet accredited/qualified investor standards.
The firm seeks capital appreciation primarily through long and short positions in equity securities, with a focus on smaller‑capitalization domestic and foreign issuers and limited private placements. Investment decisions are driven by a fundamental, idea‑driven research process — including industry outreach, company calls and financial modeling — and the manager also uses hedging, derivatives and leverage where appropriate.
Distinctive aspects include the firm’s small organizational scale—managing one affiliated pooled vehicle with a compact investment team and approximately $148 million in regulatory AUM—and its explicit use of AI‑assisted research tools and formalized soft‑dollar commission arrangements. The brochure also emphasizes extensive disclosures and preparations for evolving regulatory requirements (including AML and enhanced reporting) and sets out investor eligibility and withdrawal provisions typical for private pooled vehicles.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Fee options
20% of net profits (performance allocation) subject to a high water mark limitation
Account minimum: $250,000
Main office location
AWH Capital, L.P.
3899 Maple Avenue, Suite 490
Dallas TX 75219, United States
Number of offices
1
Most active in
AWH Capital, L.P. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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