Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Karen MaPartner & Portfolio Manager
- Sidney GoudieFixed Income Portfolio Manager & Fixed Income Research Analyst
- Thomas GilloranPortfolio Manager & Equity Research Analyst
- ·Watchlist + deal alerts for Williams Jones Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Williams Jones Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Williams Jones Wealth Management
Provider of investment management and advisory services intended for high-net-worth individuals, families, endowments and foundations. The company provides investment advisory services specializing in the areas of equity, fixed-income securities and hedge fund investments, thereby helping individuals and families in or nearing retirement who are seeking trusted advice on building, managing and distributing their financial assets.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 37
- Website
- williamsjones.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Williams Jones Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Williams Jones Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Williams Jones Wealth Management in its N-PORT filings yet. We sweep new filings monthly.