| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wic Managed Volatility and Income Fund, L.P. | Other Private | $139.4M | $1M |
| Wic Small Cap Value Fund, L.P. | Other Private | $32M | $100K |
| Wic Managed Volatility and Income Fund Qp, L.P. | Other Private | $25.8M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Michael Slattery Control | Principal, And Chief Investment Officer | Under 5% | 2018 |
| James Joseph Kilroy Control | Principal, And President | 25-50% | 2011 |
| John Michael Lewis | Principal, And Portfolio Manager | Under 5% | 2020 |
Willis Investment Counsel Inc reports $4 billion in regulatory assets under management on its Form ADV.
Willis Investment Counsel Inc manages 4 private funds with combined gross assets of $213.1 million.
Willis Investment Counsel Inc reports 13 employees.
Willis Investment Counsel Inc is based in Gainesville, GA and has been SEC-registered since 1983.
Willis Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 710 Green Street, Gainesville, GA 30501 |
| Phone | 770-718-0706 |
| Fax | 770-718-0805 |
| Office hours | 8:30 - 5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1310929 |
| Discloses disciplinary history | No |
| Discretionary | $3.93B |
| Non-discretionary | $21.3M |
| Total (RAUM) | $3.95B |