Wilkinson Global Asset Management LLC
● SEC registered since 2018CRD 292470SEC# 801-113969New York, NY
Reg. AUM
$1.88B
Employees
13
Accounts
575
Location
New York, NY
Wilkinson Global Asset Management LLC assets under management
Wilkinson Global Asset Management LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2018. It reports $1.9 billion in regulatory assets under management and employs 13 people.
Wilkinson Global Asset Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Carroll Wilkinson Control | Chief Operating, Financial & Compliance Officer (cco) | Under 5% | 2018 |
| Donald III McLean Cfa Wilkinson Control | Chairman And Chief Executive Officer | Under 5% | 2018 |
| Wilkinson Global Capital Partners LLC Control | Sole Member | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Wilkinson Global Asset Management LLC manage?
Wilkinson Global Asset Management LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Wilkinson Global Asset Management LLC have?
Wilkinson Global Asset Management LLC reports 13 employees.
Where is Wilkinson Global Asset Management LLC located?
Wilkinson Global Asset Management LLC is based in New York, NY and has been SEC-registered since 2018.
Does Wilkinson Global Asset Management LLC disclose fund performance?
Wilkinson Global Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1270 6th Avenue, 9th Floor, New York, NY 10020 |
| Phone | 212-301-6864 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1764000 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.88B▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.88Bregulatory AUM
Discretionary $1.79BNon-discretionary $91.5M