Wilkinson Global Asset Management LLC (New York)

Name: Wilkinson Global Asset Management LLC
Address: 880 3 Rd Avenue, New York, NY, 10022
Telephone: 212-301-6864

Wilkinson Global Asset Management LLC is a large advisory firm based in New York. It manages $1.36 billion of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Connecticut, and 8 other states.

Wilkinson Global Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilkinson Global Asset Management: assets under management

The assets under management (AUM) of Wilkinson Global Asset Management LLC is $1.36 billion. $347.97 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.3 billion in discretionary accounts and $63.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $31.8 million.

Wilkinson Global Asset Management has custody of $4.86 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 76% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 9% of the firm’s portfolio. Investments in investment grade corporate bonds form 8% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wilkinson Global Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wilkinson Global Asset Management serves?

The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Wilkinson Global Asset Management is high net worth individuals with 337 clients and $986.47 million of assets under management. Among the 12 most similar advisory firms, Wilkinson Global Asset Management has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.36 billion for 395 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 8% of the firm’s clients are foreign persons or businesses.

Wilkinson Global Asset Management also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Wilkinson Global Asset Management LLC

The company employs 12 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Carroll Wilkinson	Chief operating officer and chief compliance officer	1 Jul 2018	Other	2523304
Fiera Capital Inc.	Sole member	1 Jul 2018	75% - 100%	113638

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fiera Capital Corporation	Shareholder	1 Jul 2018	75% - 100%	154966
Fiera Us Holding Inc.	Shareholder	1 Jul 2018	75% - 100%	46-3936165

Based in New York

The principal office where Wilkinson Global Asset Management LLC performs its advisory services is located at 880 3 Rd Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-301-6864. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at wilkinsongam.com/.