PPrivate Fund Data Log in Join · $37/mo

Willink Asset Management LLC

CRD 117622SEC# 801-79969East Aurora, NY
Export (members)
No longer SEC-registered. Willink Asset Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$53.5M
Employees
2
Accounts
128
Location
East Aurora, NY

Willink Asset Management LLC assets under management

Willink Asset Management LLC operates as an SEC-registered investment adviser based in East Aurora, NY. It reports $53.5 million in regulatory assets under management and employs 2 people.

Willink Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Frederick Raymond Fadel ControlManaging Member/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Willink Asset Management LLC manage?

Willink Asset Management LLC reports $53.5 million in regulatory assets under management on its Form ADV.

How many employees does Willink Asset Management LLC have?

Willink Asset Management LLC reports 2 employees.

Where is Willink Asset Management LLC located?

Willink Asset Management LLC is based in East Aurora, NY.

Does Willink Asset Management LLC disclose fund performance?

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

Contact & registration

Address484 Main Street, East Aurora, NY 14052
Office hours8:30a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$49.7M
Non-discretionary$3.8M
Total (RAUM)$53.5M