1 Ws Capital Advisors, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 1
- Avg AUM / client
- $1.1B
- Accounts
- 1
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $1.1B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sherr, David, Neal | Chief Executive Officer | Apr 2008 (18y) | ≈ 37.5% – 75% via One William Street Capital Management, Lp. | |
| Dolan, Stephanie, Elizabeth | Chief Financial Officer | Aug 2018 (8y) | Less than 5% | |
| Epes, Christopher, Robinson | Chief Legal Officer | Aug 2018 (8y) | Less than 5% | |
| Locher, Kurt, Anthony | Chief Operating Officer And Chief Compliance Officer | Aug 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| One William Street Capital Management, Lp. | Direct Owner | Aug 2018 | A | 75% or more |
| One William Street Capital Holdings, Llc | General Partner | Apr 2008 | B | GP / trustee / elected manager of One William Street Capital Management, Lp. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sherr, David, Neal: 50% – 75% of One William Street Capital Management, Lp. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗