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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Williams Jones Wealth Management

$12.4B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($946.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Infrastructure, Private Equity, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$946.5M
Total AUM: $12.4B
Median Disclosed Amount
$57.2M
Range: $8.0M – $86.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Williams Jones Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Transwestern Strategic Partners Fund IV, LPAdviser 7.B Vehicle Secondaries 2025
$86.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Taurus Private Markets Fund IIAdviser 7.B Vehicle Buyout 2025
$81.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed Venture Partners VIIAdviser 7.B Vehicle Venture Capital 2025
$75.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sinovation Fund IV, L.P.Adviser 7.B Vehicle Buyout 2025
$71.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Shoreview Capital Partners VAdviser 7.B Vehicle Buyout 2025
$71.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Williams Jones Wealth Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Williams Jones Wealth Management (New York, NY) committed $71.7M to Sinovation Fund IV, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($161.5M allocation gap toward a 19.0% target, advised by Cambridge Associates).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-10

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Williams Jones Wealth Management

490 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Williams Jones Wealth Management (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Sanabil Investments (Global VC & Growth LP)

Sovereign Wealth Fund Riyadh, Saudi Arabia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crosslink Ventures X, L.P. (2023 Vintage)
Williams Jones Wealth Management: $70.0M · SEC Form ADV 7.B
Sanabil Investments (Global VC & Growth LP): $37.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crosspoint Capital Fund II, LP (2023 Vintage) · Crosslink End. II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Monaco Monaco Cayuga Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crosspoint Capital Fund II, LP (2023 Vintage)
Williams Jones Wealth Management: $67.0M · SEC Form ADV 7.B
Monaco Monaco Cayuga Sovereign Strategic Investment Fund: $32.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crosslink Ventures X, L.P. (2023 Vintage) · Crosslink End. II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Hopewell Barataria Beaumont Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crosslink End. II (2023 Vintage)
Williams Jones Wealth Management: $40.8M · SEC Form ADV 7.B
Hopewell Barataria Beaumont Private Markets Primary & GP Seeder Fund-of-Funds: $46.5M · SEC Form ADV 7.B

Additional shared vehicles: Crosslink Ventures X, L.P. (2023 Vintage) · Crosspoint Capital Fund II, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+487 Additional Institutional LPs Report Shared Vehicles with Williams Jones Wealth Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Williams Jones Wealth Management

You are viewing 5 open public preview records (out of 20 total tracked records for Williams Jones Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (490 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Williams Jones Wealth Management

Buyout LPs →Venture Capital LPs →Infrastructure LPs →Private Equity LPs →Private Credit LPs →

Frequently Asked Questions: Williams Jones Wealth Management

What type of institutional allocator is Williams Jones Wealth Management and what is their typical disclosed ticket size?

Williams Jones Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 20 historical disclosure records tracked on Prilago ($946.5M total parsed USD across disclosed rows), the median disclosed amount is $57.2M (range: $8.0M to $86.8M).

Which private-market strategies appear in Williams Jones Wealth Management's public disclosures?

Williams Jones Wealth Management has disclosed records across Buyout, Venture Capital, Infrastructure, Private Equity, Private Credit. Open preview records include Transwestern Strategic Partners Fund IV, LP (2025 Vintage), Taurus Private Markets Fund II (2025 Vintage), Lightspeed Venture Partners VII (2025 Vintage), Sinovation Fund IV, L.P. (2025 Vintage).

How are Williams Jones Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Williams Jones Wealth Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Williams Jones Wealth Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/williams-jones-wealth-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Williams Jones Wealth Management?

In Prilago's bilateral commitment graph, Williams Jones Wealth Management shares resolved underlying fund vehicles with 490 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Sanabil Investments (Global VC & Growth LP) (8 shared vehicles, e.g. Crosslink Ventures X, L.P. (2023 Vintage)), Monaco Monaco Cayuga Sovereign Strategic Investment Fund (8 shared vehicles, e.g. Crosspoint Capital Fund II, LP (2023 Vintage)), Hopewell Barataria Beaumont Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Crosslink End. II (2023 Vintage)).

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