WILKINSON GLOBAL ASSET MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	14
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	596	$1.9B
Non-Discretionary	4	$176.2M
Total	600	$2.1B

Clients

Type	Number	RAUM
Individuals	<5	$0
HNW Individuals	512	$1.5B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$0
Charitable organizations	46	$235.5M
State or municipal gov entities	<5	$0
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	42	$330.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	8

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-113969
SEC ERA File Number	801-113969
SEC CIK Numbers	1764000
SEC CRD Numbers	292470
Legal Entity Identifier	None

Principal Office

437 MADISON AVENUE
33RD FLOOR
NEW YORK
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic