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C••••• 3• F•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundventure capital fund3(c)(1)dropped

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advised by WILLIAMS JONES WEALTH MANAGEMENT, LLC

New York, United States

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Search this name across graphsid dfx:ria:0e17f7e2-8d28-615e-f488-691e85b85a41

Data as of Oct 27, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 16, 2017 to Oct 27, 2022
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

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Venture fund · shared adv fund id

RIA / Wealth Managementidentity

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Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: WILLIAMS JONES WEALTH MANAGEMENT, LLCCRD 301925
Fund type: Venture Capital Fund
Latest reported GAV: $20,552gross asset value on Schedule D 7.B(1), as of 2022-10-27; never fund size
Peak reported GAV: $53,477
Beneficial owners: 18
Minimum investment: $5,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Oct 27, 2022	$20,552

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CUSTODIAL SERVICES	FIDUCIARY TRUST COMPANY INTERNATIONAL	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← WILLIAMS JONES WEALTH MANAGEMENT, LLCRegistered adviserVenture Capital Fund, IA, no longer reported
Mar 16, 2017 to Oct 27, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e17f7e2-8d28-615e-f488-691e85b85a41
First observed: Mar 16, 2017
Last observed: Oct 27, 2022 47 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.