| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wja Alternative Investment Strategies I, LLC, Series I-10 | Hedge | $56.7M | $10K |
| Wja Housing Bond Fund, LLC | Other Private | $49.8M | $100K |
| Wja Alternative Investment Strategies I, LLC, Series I-7 | Hedge | $25.5M | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Ann Tarmy Control | Partner | Under 5% | 2019 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2019 |
| Hoa Van Le Control | Chief Operations Officer, Partner | Under 5% | 2021 |
Williams Jones Wealth Management, LLC reports $11.6 billion in regulatory assets under management on its Form ADV.
Williams Jones Wealth Management, LLC manages 8 private funds with combined gross assets of $193.1 million.
Williams Jones Wealth Management, LLC reports 50 employees.
Williams Jones Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2019.
Williams Jones Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 717 Fifth Avenue, 11th Floor, New York, NY 10022 |
| Phone | 212-935-8750 |
| Fax | 212-656-1539 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $11.57B |
| Non-discretionary | $52.4M |
| Total (RAUM) | $11.62B |