WILLIAMS, JONES & ASSOCIATES, LLC
CRD #106861 SEC #801-31832 NEW YORK, NY 212-935-8750
SEC Registered Private Funds
Total AUM
$7B
Discretionary
$6.8B
Employees
38
Clients
0
Accounts
3,974
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2019 | $7B | $6.8B | $160.8M | 38 | 0 |
| Mar 2019 | $7B | $6.8B | $160.8M | 38 | 0 |
| Nov 2018 | $7.2B | $6.5B | $655.2M | 38 | 0 |
| Apr 2018 | $7.2B | $6.5B | $655.2M | 38 | 0 |
| Mar 2018 | $7.2B | $6.5B | $655.2M | 38 | 0 |
| Feb 2018 | $7.2B | $6.5B | $655.2M | 38 | 0 |
| Apr 2017 | $6.6B | $6.2B | $424.5M | 38 | 1,500 |
| Mar 2017 | $6.6B | $6.2B | $424.5M | 38 | 1,500 |
| Jan 2017 | $6.3B | $5.9B | $404M | 35 | 1,500 |
| Nov 2016 | $6.3B | $5.9B | $404M | 35 | 1,500 |
| Jul 2016 | $6.3B | $5.9B | $404M | 35 | 1,500 |
| Mar 2016 | $5.5B | $5.3B | $144.4M | 35 | 1,500 |
| Nov 2015 | $4.9B | $4.8B | $153.2M | 31 | 1,500 |
| Apr 2015 | $5B | $4.9B | $173.6M | 31 | 1,500 |
| Feb 2015 | $5B | $4.9B | $178.9M | 31 | 1,500 |
| Nov 2014 | $5B | $4.8B | $175.4M | 32 | 1,500 |
| Feb 2014 | $4.8B | $4.6B | $174.4M | 32 | 1,500 |
| Dec 2013 | $4.6B | $4.5B | $174.2M | 31 | 1,600 |
| Nov 2013 | $4.6B | $4.5B | $174.2M | 31 | 1,600 |
| Aug 2013 | $4.4B | $4.2B | $167.4M | 28 | 1,600 |
| Apr 2013 | $4.2B | $4B | $166.6M | 28 | 1,600 |
| Feb 2013 | $4.1B | $3.9B | $166.2M | 28 | 1,600 |
| Apr 2012 | $3.7B | $3.5B | $168.7M | 11 | 1,600 |
| Mar 2012 | $3.7B | $3.5B | $168.7M | 11 | 1,600 |
| Aug 2010 | $3.3B | $3.2B | $179.4M | -- | -- |
| Mar 2010 | $3.3B | $3.2B | $179.4M | -- | -- |
| Oct 2009 | $3.1B | $2.9B | $170.5M | -- | -- |
| Jun 2009 | $2.7B | $2.6B | $149.2M | -- | -- |
| Feb 2009 | $2.7B | $2.6B | $149.2M | -- | -- |
| Jan 2008 | $3.3B | $235.6M | $3.1B | -- | -- |
| Mar 2007 | $3.1B | $2.8B | $285.5M | -- | -- |
| Feb 2007 | $3.1B | $2.8B | $285.5M | -- | -- |
| Jan 2006 | $2.9B | $2.6B | $261.2M | -- | -- |
| Jan 2006 | $2.9B | $2.6B | $261.2M | -- | -- |
| Oct 2005 | $2.9B | $2.7B | $258.4M | -- | -- |
| Jan 2005 | $2.7B | $2.5B | $233.9M | -- | -- |
| Apr 2004 | $2.4B | $2.3B | $142.3M | 10 | -- |
| Mar 2004 | $2.4B | $2.3B | $142.3M | 10 | -- |
| Nov 2003 | $2.2B | $2.1B | $107.9M | 10 | -- |
| Apr 2002 | $2.2B | $2.1B | $82.3M | 10 | -- |
DateAug 2019
Total AUM$7B
Discretionary$6.8B
Non-Disc.$160.8M
Employees38
Clients0
DateMar 2019
Total AUM$7B
Discretionary$6.8B
Non-Disc.$160.8M
Employees38
Clients0
DateNov 2018
Total AUM$7.2B
Discretionary$6.5B
Non-Disc.$655.2M
Employees38
Clients0
DateApr 2018
Total AUM$7.2B
Discretionary$6.5B
Non-Disc.$655.2M
Employees38
Clients0
DateMar 2018
Total AUM$7.2B
Discretionary$6.5B
Non-Disc.$655.2M
Employees38
Clients0
DateFeb 2018
Total AUM$7.2B
Discretionary$6.5B
Non-Disc.$655.2M
Employees38
Clients0
DateApr 2017
Total AUM$6.6B
Discretionary$6.2B
Non-Disc.$424.5M
Employees38
Clients1,500
DateMar 2017
Total AUM$6.6B
Discretionary$6.2B
Non-Disc.$424.5M
Employees38
Clients1,500
DateJan 2017
Total AUM$6.3B
Discretionary$5.9B
Non-Disc.$404M
Employees35
Clients1,500
DateNov 2016
Total AUM$6.3B
Discretionary$5.9B
Non-Disc.$404M
Employees35
Clients1,500
DateJul 2016
Total AUM$6.3B
Discretionary$5.9B
Non-Disc.$404M
Employees35
Clients1,500
DateMar 2016
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$144.4M
Employees35
Clients1,500
DateNov 2015
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$153.2M
Employees31
Clients1,500
DateApr 2015
Total AUM$5B
Discretionary$4.9B
Non-Disc.$173.6M
Employees31
Clients1,500
DateFeb 2015
Total AUM$5B
Discretionary$4.9B
Non-Disc.$178.9M
Employees31
Clients1,500
DateNov 2014
Total AUM$5B
Discretionary$4.8B
Non-Disc.$175.4M
Employees32
Clients1,500
DateFeb 2014
Total AUM$4.8B
Discretionary$4.6B
Non-Disc.$174.4M
Employees32
Clients1,500
DateDec 2013
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$174.2M
Employees31
Clients1,600
DateNov 2013
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$174.2M
Employees31
Clients1,600
DateAug 2013
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$167.4M
Employees28
Clients1,600
DateApr 2013
Total AUM$4.2B
Discretionary$4B
Non-Disc.$166.6M
Employees28
Clients1,600
DateFeb 2013
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$166.2M
Employees28
Clients1,600
DateApr 2012
Total AUM$3.7B
Discretionary$3.5B
Non-Disc.$168.7M
Employees11
Clients1,600
DateMar 2012
Total AUM$3.7B
Discretionary$3.5B
Non-Disc.$168.7M
Employees11
Clients1,600
DateAug 2010
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$179.4M
Employees--
Clients--
DateMar 2010
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$179.4M
Employees--
Clients--
DateOct 2009
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$170.5M
Employees--
Clients--
DateJun 2009
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$149.2M
Employees--
Clients--
DateFeb 2009
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$149.2M
Employees--
Clients--
DateJan 2008
Total AUM$3.3B
Discretionary$235.6M
Non-Disc.$3.1B
Employees--
Clients--
DateMar 2007
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$285.5M
Employees--
Clients--
DateFeb 2007
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$285.5M
Employees--
Clients--
DateJan 2006
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$261.2M
Employees--
Clients--
DateJan 2006
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$261.2M
Employees--
Clients--
DateOct 2005
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$258.4M
Employees--
Clients--
DateJan 2005
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$233.9M
Employees--
Clients--
DateApr 2004
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$142.3M
Employees10
Clients--
DateMar 2004
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$142.3M
Employees10
Clients--
DateNov 2003
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$107.9M
Employees10
Clients--
DateApr 2002
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$82.3M
Employees10
Clients--