Williams Jones Wealth Management LLC

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Williams Jones Wealth Management LLC ✚
CRD #	301925
SEC #	801-116946
CIK #	0001788587
AUM	12.47 B (2026-04-30)
Employees	52 (46% Investors, 0% Brokers)
Phone	212-935-8750
Address	717 Fifth Avenue New York, NY 10022
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
HF	WJA Alternative Investment Strategies I LLC Series I-24	2018-02-21		35.3 M
VC	Comven 3A Fund	2017-03-16		0.0 M
VC	Comven 3Q Fund	2017-03-16		0.1 M
HF	WJA Alternative Investment Strategies I LLC Series I-25	[2017-03-16]	13.1 M	3.8 M
	Filed 2021-12-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value
Other	WJA Value Equity Fund LLC	[2016-03-23]	14.4 M	1.9 M
	Filed 2021-12-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value
HF	WJA Alternative Investment Strategies I LLC Series I-22	2015-02-23		2.6 M
Other	WJA Housing Bond Fund LLC	2014-02-28		44.3 M
HF	Williams Jones & Associates Hedge Fund 7 Traunche 5	2012-03-15		25.8 M
HF	WJA Alternative Investment Strategies I LLC Series I-10	[2012-03-15]	1.7 M	46.8 M
	Offered $10,000,009 · Filed 2010-11-05 (D) · Exemption 506 · Remaining $8,320,181 · Duration One year or less · Revenue Decline to Disclose
HF	WJA Alternative Investment Strategies I LLC Series I-14	2012-03-15		2.6 M
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	182	0.1
(b) Individuals (high net worth individuals)	1,335	11.0
(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	26	0.1
(h) Charitable organizations	127	0.3
(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	84	1.0
(n) Other	0	0.0
Total	4,788	12.5
By Discretionary
Discretionary	4,717	12.4
Non-Discretionary	71	0.1
Total	4,788	12.5
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		12.4
Total	4,788	12.5

Form D Directors	Role	# Filings	# Firms
William Jones Jr	Executive Officer	28	2
John Eager	Executive Officer	20	2
Williams Jones Wealth Management LLC	Promoter	11	2
Sheryl Cox	Executive Officer	3	2
Douglas Brice	Director	3	2
Richard Sames	Director	3	2
Douglas Macdonald	Executive Officer	3	2
Carlos Vela	Director	3	2
Juan Carranza III	Director	3	2
Francisco Noriega	Director	3	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001788587]

Comparable Firms	State	AUM
Gaoteng Global Asset Management Limited ✚		13.35 B
G10 Capital Limited ✚		13.14 B
Chartwell Investment Partners LLC ✚	PA	12.97 B
Neuberger Berman Canada ULC ✚		12.39 B
Ramirez Asset Management Inc ✚	NY	12.27 B
Akre Capital Management LLC ✚	VA	11.82 B
Yacktman Asset Management LP ✚	TX	11.71 B
Gamco Asset Management Inc ✚	CT	11.69 B
Winton Capital Management Ltd ✚		11.67 B
Cullen Capital Management LLC ✚	NY	11.58 B

Assets, Funds, Holdings