Williams Capital Management Company

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Assets, Funds, Holdings

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Williams Capital Management Company
CRD #109412
SEC #801-126381
CIK #0001715905
AUM 225.6 M (2026-03-18)
Employees 1 (100% Investors, 0% Brokers)
Phone847-256-5565
Address825 Green Bay Road
Wilmette, IL 60091
Source [IAPD] [EDGAR]
Total AUM ($M)
2502001501005001999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 22 225.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 22 225.6
By Discretionary
Discretionary 21 88.4
Non-Discretionary 1 137.1
Total 22 225.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 225.6
Total 22 225.6
EDGAR Form CIK 2011 - 2026
D [0001715905]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients1
ServesInstitutional, Retail
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