CRD: 109412
Williams Capital Management Company
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-1998
- Office Locations
- 1
Office Locations
About Williams Capital Management Company
Williams Capital Advisors is a privately owned investment bank founded in 2002 by David M. Williams. Based in Palo Alto, it advises global growth companies on M&A and capital markets transactions, including cross-border raises from Asian and North American strategics and later-stage funds. Sector focus spans Internet/mobile, fintech, software/SaaS, hardware, healthcare, and clean energy; the team is multilingual across major Asian languages.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID H WILLIAMS
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, DIRECTOR, President, Secretary
- CRD
- #4374911
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,432,948 | $4,211,093 |
| Non-Discretionary | $137,123,425 | $137,123,425 |
| Total | $225,556,373 | $10,252,562 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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