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Wilkinson Global Asset Management
Founded in 2017, Wilkinson Global Asset Management operates as a New York-based wealth manager serving high-net-worth individuals, families, and related...
Wilkinson Global Asset Management
Founded in 2017, Wilkinson Global Asset Management operates as a New York-based wealth manager serving high-net-worth individuals, families, and related entities. The firm emerged during a period when independent advisory practices were gaining share from large wirehouses, positioning itself to offer portfolio management and investment advisory services directly to private clients. Wilkinson Global Asset Management provides asset management, portfolio management, and investment management services. The firm's website domain — wilkinsongam.com — suggests a focus on global asset management mandates, though specific asset-class allocations, fund structures, or named portfolio positions are not publicly disclosed. The firm's regulatory filings as an investment adviser would detail its approach to equity, fixed income, and alternative investments for private clients. The firm operates from a single office in New York, serving as a discretionary and non-discretionary adviser to private wealth clients. Without publicly available team headcounts, assets under management, or named principals, the firm's scale remains private, consistent with many boutique wealth management practices that do not actively market their capabilities to institutional allocators. Wilkinson Global Asset Management's structural posture sits at the intersection of a traditional registered investment adviser and a family-office service provider — managing assets directly for wealthy families without the multi-family-office branding that many competitors have adopted. Its decision to remain low-profile, with no public LinkedIn presence and minimal web footprint, is itself a structural choice that distinguishes it from growth-focused RIAs actively aggregating assets.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Frequently asked questions
What services does Wilkinson Global Asset Management provide?
The firm offers investment advisory services including asset management, portfolio management, and investment management. Its regulatory disclosures as a registered investment adviser would outline whether it provides discretionary management, financial planning, or both. Specific service lines for tax planning, estate planning, or family governance are not publicly detailed.
Who are the principals behind Wilkinson Global Asset Management?
Named principals are not publicly available. The firm's Form ADV filing with the SEC would list its key officers and direct owners, including any portfolio managers with discretionary authority over client assets. Without this disclosure in the public domain, the leadership team remains unidentified.
What is Wilkinson Global Asset Management's investment approach?
The firm's stated focus on global asset management suggests a multi-asset-class approach spanning equities, fixed income, and potentially alternatives. However, the firm does not publish a detailed investment philosophy, model portfolios, or specific sector and geographic tilts on its website or through public marketing channels.
What is Wilkinson Global Asset Management's regulatory status?
Wilkinson Global Asset Management operates as a registered investment adviser under SEC or state regulation. Its Form ADV — the primary regulatory filing for RIAs — would disclose assets under management, client types, fee structures, disciplinary history, and conflicts of interest. The firm's CRD number and IAPD profile would provide official verification of its registration status.
How does Wilkinson Global Asset Management differ from a multi-family office?
Unlike many multi-family offices that explicitly bundle investment management with tax, estate, and concierge services, Wilkinson Global Asset Management presents as a dedicated wealth manager focused on portfolio and investment management. Its positioning is closer to a traditional RIA than an integrated family-office platform, though the line between these models has increasingly blurred for firms serving ultra-high-net-worth clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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