WILLIAMS JONES WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 301925). Regulatory assets under management: $12.5B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Michael Joseph Obrien | CHIEF COMPLIANCE OFFICER | — |
| Jeff Schweon | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER; CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER | New York, NY |
| Jr. William Jones | CHAIRMAN, PARTNER | — |
| John Joseph Eager | PRESIDENT, TREASURER AND PARTNER | — |
| Barbara Ann Tarmy | PARTNER | — |
| Hoa Van Le | CHIEF OPERATIONS OFFICER, PARTNER | — |
| TARMY BARBARA ANN | PARTNER | — |
| JONES WILLIAM PICKERING | CHAIRMAN; CHAIRMAN, PARTNER | — |
| EAGER JOHN JOSEPH | PRESIDENT, TREASURER AND PARTNER; PRESIDENT, TREASURER AND PARTNERS | — |
| SCHWEON JEFF | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER | — |
| LE HOA VAN | CHIEF OPERATIONS OFFICER, PARTNER | — |
Hedge Fund: 7 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-10 | Hedge Fund | Delaware | 95 | $46.8M | $10K |
| WJA HOUSING BOND FUND, LLC | Other Private Fund | Delaware | 49 | $44.3M | $100K |
| WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-24 | Hedge Fund | Delaware | 116 | $35.3M | $10K |
| WILLIAMS JONES & ASSOCIATES HEDGE FUND 7 TRAUNCHE 5 | Hedge Fund | New York | 75 | $25.8M | $10K |
| WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-7 | Hedge Fund | Delaware | 44 | $25.4M | $10K |
| WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-9 | Hedge Fund | Delaware | 22 | $3.7M | $10K |
| WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-14 | Hedge Fund | Delaware | 13 | $2.6M | $10K |
| WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-2 | Hedge Fund | Delaware | 50 | $2.2M | $10K |
| City | State | Employees | Phone |
|---|---|---|---|
| PALM BEACH | FL | 1 | 561-537-8065 |
| — | — | 1 | 212-350-0943 |