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Wilson David Investment Advisors
WILSON DAVID INVESTMENT ADVISORS is an SEC-registered investment adviser in Aiken, SC. The firm manages approximately $7 million in regulatory assets.
Wilson David Investment Advisors
WILSON DAVID INVESTMENT ADVISORS is an SEC-registered investment adviser in Aiken, SC. The firm manages approximately $7 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
null
City
Aiken
Corporate office
null
Sector focus
Frequently asked questions
Is Wilson David Investment Advisors a single-family or multi-family office?
Wilson David Investment Advisors operates as a multi-family office, structured as an SEC-registered investment advisor (RIA). Unlike single-family offices that manage one family's wealth, WDIA offers advisory services to multiple ultra-high-net-worth families, though the exact client count is undisclosed.
What investment strategies does Wilson David focus on?
The firm targets three primary asset classes: private credit, real estate, and hedge funds. These strategies are common among multi-family offices seeking to provide diversification and alternative-asset exposure for high-net-worth clients.
Are there any publicly known deals or portfolio companies associated with Wilson David?
No specific portfolio companies, deal sizes, or co-investment partners have been publicly attributed to Wilson David. The firm does not disclose its direct investments or fund commitments.
Does Wilson David Investment Advisors disclose its AUM?
No. Wilson David does not publicly report its assets under management. Its AUM band display is listed as 'Undisclosed' in the Altss profile.
Is the founding principal(s) of Wilson David publicly named?
No. The firm has not disclosed the identity of its founders or management team in any accessible public sources. This lack of transparency distinguishes it from more established multi-family offices.
What is the regulatory status of Wilson David?
Wilson David is registered with the SEC as an RIA (Registered Investment Advisor). This registration imposes a fiduciary duty to act in clients' best interests and requires them to file Form ADV, which may contain additional details not publicly accessible.
How does this firm's lack of disclosure affect allocator due diligence?
For institutional allocators, the absence of public AUM, leadership names, and investment track records creates significant due diligence challenges. The firm's willingness to serve as a fiduciary under SEC regulation is positive, but the opaqueness means peer family offices and GPs would likely rely on direct inquiry or SEC filings for verification.
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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