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Wilkinson Global Asset Management LLC

● SEC registered since 2018CRD 292470SEC# 801-113969New York, NY
Export (members)
Reg. AUM
$2.05B
Employees
13
Accounts
597
Location
New York, NY

Wilkinson Global Asset Management LLC assets under management

Wilkinson Global Asset Management LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2018. It reports $2.1 billion in regulatory assets under management and employs 13 people.

Wilkinson Global Asset Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Charles Carroll Wilkinson ControlChief Operating, Financial & Compliance Officer (cco)Under 5%2018
Donald III McLean Cfa Wilkinson ControlChairman And Chief Executive OfficerUnder 5%2018
Wilkinson Global Capital Partners LLC ControlSole MemberOver 75%2020
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Frequently asked questions

How much does Wilkinson Global Asset Management LLC manage?

Wilkinson Global Asset Management LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Wilkinson Global Asset Management LLC have?

Wilkinson Global Asset Management LLC reports 13 employees.

Where is Wilkinson Global Asset Management LLC located?

Wilkinson Global Asset Management LLC is based in New York, NY and has been SEC-registered since 2018.

Does Wilkinson Global Asset Management LLC disclose fund performance?

Wilkinson Global Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address437 Madison Avenue, 33rd Floor, New York, NY 10022
Phone212-301-6864
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1764000
Discloses disciplinary historyNo

Assets under management

Discretionary$1.89B
Non-discretionary$168.3M
Total (RAUM)$2.05B