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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

WILKINSON GLOBAL ASSET MANAGEMENT LLC

CRD 292470

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:867176a2-d762-fe82-801a-b080a0ad20f8

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Aug 10, 2018 to Apr 1, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.75 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 575
Individual clients: 0
High net worth clients: 486
Custody, client assets: $5.7M
SEC number: 801-113969
CIK: 1764000
CRD: 292470
Filings on the tape: 20
First filed: Aug 10, 2018
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, DE
Website: wilkinsongam.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GLOBAL THEMATIC EQUITY PARTNERS LP	Other Private Fund	$4.9M	Jan 8, 2019	9	Nov 10, 2015	dropped	021-89269

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WILKINSON GLOBAL CAPITAL	SOLE MEMBER	E	yes	12/2020	Apr 1, 2026	Apr 1, 2026
WILKINSON, DONALD III, MCLEAN,	CHAIRMAN AND CHIEF	Na	yes	12/2018	Apr 1, 2026	Apr 1, 2026
WILKINSON GLOBAL CAPITAL PARTNERS LLC	SOLE MEMBER	E	yes	12/2020	Jan 19, 2021	Jun 18, 2024
WILKINSON, CHARLES, CARROLL	Member	C	yes	10/2018	Aug 10, 2018	Jun 18, 2024
WILKINSON, CHARLES, CARROLL	CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO)	Na	yes	12/2018	Aug 10, 2018	Jun 18, 2024
WILKINSON, DONALD III, MCLEAN, CFA	Member	C	yes	10/2018	Jan 8, 2019	Jun 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Malibu	CA	United States	1	no
Chatham	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$1.9B	$1.8B	13	6	2	n/a	n/a
2024	Mar 21, 2025	$2.1B	$1.9B	13	6	2	n/a	n/a
2023	Mar 27, 2024	$2.1B	$1.9B	14	6	2	n/a	n/a
2022	Mar 17, 2023	$1.9B	$1.8B	15	6	2	n/a	n/a
2021	Mar 15, 2022	$2.5B	$2.5B	15	6	2	n/a	n/a
2020	Mar 25, 2021	$2.2B	$2.1B	14	6	2	n/a	n/a
2019	Mar 27, 2020	$1.8B	$1.7B	14	6	2	n/a	n/a
2018	Jan 8, 2019	$1.4B	$1.3B	12	4	1	1	$4.9M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$2.1B	-8.6%	$1.9B	0.2%	13	13	2	2

Relationships

Controls (3)

← WILKINSON, CHARLES, CARROLLOwnerMEMBER, ownership code C, individual
Aug 10, 2018 to Jun 18, 2024factForm ADV
← WILKINSON, DONALD III, MCLEAN, CFAOwnerMEMBER, ownership code C, individual
Jan 8, 2019 to Jun 18, 2024factForm ADV
← WILKINSON GLOBAL CAPITAL PARTNERS LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Jan 19, 2021 to Jun 18, 2024factForm ADV

Advises (1)

→ GLOBAL THEMATIC EQUITY PARTNERS LPPrivate fundOther Private Fund, IA, no longer reported
Nov 10, 2015 to Jan 8, 2019factForm ADV

Dated events

Occurred
Mar 17, 2023
Regulatory AUM changed
Wilkinson Global Asset Management Llc reported RAUM $1.9B, down 27% from $2.5B (2022-03-22 to 2023-03-17)
Form ADVobserved 5 days ago
$-686M
Occurred
Mar 25, 2021
Regulatory AUM changed
Wilkinson Global Asset Management Llc reported RAUM $2.2B, up 26% from $1.8B (2021-01-19 to 2021-03-25)
Form ADVobserved 5 days ago
$449M
Occurred
Mar 27, 2020
Regulatory AUM changed
Wilkinson Global Asset Management Llc reported RAUM $1.8B, up 29% from $1.4B (2019-01-08 to 2020-03-27)
Form ADVobserved 5 days ago
$394M
Occurred
Jan 8, 2019
Control person joined
Cfa Mclean Donald Iii Wilkinson (Chairman And Chief Executive Officer) appeared on Schedule A of Wilkinson Global Asset Management Llc
Form ADVobserved 5 days ago
Occurred
Aug 10, 2018
First Form ADV filing
Wilkinson Global Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:867176a2-d762-fe82-801a-b080a0ad20f8
First observed: Aug 10, 2018
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

WILKINSON GLOBAL ASSET MANAGEMENT LLC

CRD 292470

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:867176a2-d762-fe82-801a-b080a0ad20f8

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GLOBAL THEMATIC EQUITY PARTNERS LP

Other Private Fund

$4.9M

Jan 8, 2019

Nov 10, 2015

dropped

021-89269

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILKINSON GLOBAL CAPITAL

SOLE MEMBER

yes

12/2020

Apr 1, 2026

WILKINSON, DONALD III, MCLEAN,

CHAIRMAN AND CHIEF

yes

12/2018

Apr 1, 2026

WILKINSON GLOBAL CAPITAL PARTNERS LLC

SOLE MEMBER

yes

12/2020

Jan 19, 2021

Jun 18, 2024

WILKINSON, CHARLES, CARROLL

Member

yes

10/2018

Aug 10, 2018

Jun 18, 2024

WILKINSON, CHARLES, CARROLL

CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO)

yes

12/2018

Aug 10, 2018

Jun 18, 2024

WILKINSON, DONALD III, MCLEAN, CFA

Member

yes

10/2018

Jan 8, 2019

Jun 18, 2024

City

State

Country

Employees

Also broker-dealer

Malibu

United States

Chatham

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$1.9B

$1.8B

n/a

2024

Mar 21, 2025

$2.1B

$1.9B

n/a

2023

Mar 27, 2024

$2.1B

$1.9B

n/a

2022

Mar 17, 2023

$1.9B

$1.8B

n/a

2021

Mar 15, 2022

$2.5B

n/a

2020

Mar 25, 2021

$2.2B

$2.1B

n/a

2019

Mar 27, 2020

$1.8B

$1.7B

n/a

2018

Jan 8, 2019

$1.4B

$1.3B

$4.9M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$2.1B

-8.6%

$1.9B

0.2%