WILKINSON GLOBAL ASSET MANAGEMENT LLC
CRD #292470 SEC #801-113969 NEW YORK, NY 212-301-6864
SEC Registered
Total AUM
$2.1B
Discretionary
$1.9B
Employees
13
Clients
--
Accounts
597
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 22, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, CHARLES, CARROLL | I | CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO) | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| FIERA CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| FIERA CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| FIERA CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| FIERA CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| FIERA CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| FIERA CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WILKINSON GLOBAL CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FIERA CAPITAL CORPORATION | FE | FIERA US HOLDING INC. | E | Control |
| FIERA CAPITAL CORPORATION | FE | FIERA US HOLDING INC. | E | Control |
| FIERA CAPITAL CORPORATION | FE | FIERA US HOLDING INC. | E | Control |
| FIERA CAPITAL CORPORATION | FE | FIERA US HOLDING INC. | E | Control |
| FIERA CAPITAL CORPORATION | FE | FIERA US HOLDING INC. | E | Control |
| FIERA CAPITAL CORPORATION | FE | FIERA US HOLDING INC. | E | Control |
| FIERA US HOLDING INC. | DE | FIERA CAPITAL INC. | E | Control |
| FIERA US HOLDING INC. | DE | FIERA CAPITAL INC. | E | Control |
| FIERA US HOLDING INC. | DE | FIERA CAPITAL INC. | E | Control |
| FIERA US HOLDING INC. | DE | FIERA CAPITAL INC. | E | Control |
| FIERA US HOLDING INC. | DE | FIERA CAPITAL INC. | E | Control |
| FIERA US HOLDING INC. | DE | FIERA CAPITAL INC. | E | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, CHARLES, CARROLL | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
| WILKINSON, DONALD III, MCLEAN, CFA | I | WILKINSON GLOBAL CAPITAL PARTNERS LLC | C | Control |
Registrations
Federal
IA
May 22, 2025 REGISTERED
Notice Filings (20)
AZ CA CO CT DC DE FL ID LA MA MD MI NH NJ NY PA SD TX VA WI
Address
437 MADISON AVENUE33RD FLOOR
NEW YORK, NY 10022
United States
Phone: 212-301-6864