Investment adviser · CRD 292470

WILKINSON GLOBAL ASSET MANAGEMENT LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 1, 2026

Regulatory AUM
$1.88B
Form ADV · Item 5.F
Client accounts
575
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals486$1,403,337,34174.8%
Charities45$237,548,08512.7%
Corporations & businesses44$235,866,18012.6%
Filing source

Form ADV 2090663 · Apr 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GLOBAL THEMATIC EQUITY PARTNERS LPOther Private Fund · Last reported Jan 8, 2019$4.86MGross asset value

Form D fundraising filings

WILKINSON O'GRADY GLOBAL EQUITY PARTNERS LP

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP MILWAUKEE, Wisconsin, United States
Custodian BNY MELLON, N.A. JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

BNY MELLON, N.A.
LEI 4EP6JBYBTPTQ47LZOB67

Fund details & source
Fund ID
805-8726782509
Reported beneficial owners
9
Minimum commitment
$500K
Form D file number
021-89269

Form ADV 1262641 · Jan 8, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1270 6TH AVENUE, 9TH FLOOR
NEW YORK, NY, 10020, United States

CRD 292470

Filing source

Form ADV 2090663 · Apr 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.