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

HOUSING BOND FUND

Latest reported GAV

$44.3Mgross asset value on Schedule D 7.B(1), as of 2026-04-30; never fund size

Peak reported GAV

$61.0M

Beneficial owners

66

Minimum investment

$100,000

Owned by the adviser

600%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-1569583an 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

Feb 28, 2014

Last reported

Apr 30, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

35

Fund id

805-6424059868

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc308f49-a5b1-93d0-f17e-d97a9cb676fa

First observed

Feb 28, 2014

Last observed

Apr 30, 2026 4 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.