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.

Adviser

WILLIAMS JONES WEALTH MANAGEMENT, LLCCRD 301925

Fund type

Hedge Fund

Latest reported GAV

$3.8Mgross asset value on Schedule D 7.B(1), as of 2023-12-04; never fund size

Peak reported GAV

$14.0M

Beneficial owners

75

Minimum investment

$10,000

Owned by the adviser

1900%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-259827an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Mar 16, 2017

Last reported

Dec 4, 2023fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

23

Fund id

805-1297118859

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b46c031a-2b89-b7bf-75b9-fd65f2070688

First observed

Mar 16, 2017

Last observed

Dec 4, 2023 34 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.