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Williamson Mcaree Investment Partners LLC (New York)


Williamson Mcaree Investment Partners LLC is a large advisory firm based in New York. It manages $211 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and New York.

Williamson Mcaree Investment Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Williamson Mcaree Investment Partners: assets under management

The assets under management (AUM) of Williamson Mcaree Investment Partners LLC is $211 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $211 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Williamson Mcaree Investment Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Edward John Mcaree Partner 1 Jan 1983 25% - 50% 1171652

Based in New York

The principal office where Williamson Mcaree Investment Partners LLC performs its advisory services is located at 767 Third Avenue, 27 Th Floor, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-754-2030 or by fax 212-754-2728. The normal business hours are 9am-5pm on Monday - Friday.


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