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AWM INVESTMENT COMPANY INC

Business and Investment Profile

The AWM INVESTMENT COMPANY INC is a privately held investment adviser that advises $1.32Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. AWM INVESTMENT COMPANY INC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 31.95% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 34.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at SPECIAL SITUATIONS FUNDS 527 MADISON AVENUE, SUITE 2600, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 14 employees comprised of 8 investment and 6 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.

Asset Profile

Their $1.32Bn in assets advised are owned by 9 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.32Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, Traditional LBO and Early Stage, representing 93.71%, 5.66% and 0.63% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $8.28mn in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

AWM INVESTMENT COMPANY INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: AWM INVESTMENT COMPANY INC

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Keywords: AWM Investment, AWM
Generated 2026-09-12T06:49:14.820897.  © 2026 Convergence.