Willett Advisors

Willett Advisors

New York City, New Yorkwillettadvisors.com

Overview

Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies . It primarily invests in the public equity markets . It also invests in real assets, focusing on oil and natural gas areas . Willett employs a flexible approach and has the ability to invest in a broad range of asset classes .

Year Founded

2010

AUM

$7.85B

Portfolio Companies

13

Investments

CompanyDateStageLead
CellaresJan 2026Series DCo-investor
Kinaset TherapeuticsJan 2026Series BCo-investor
AAVantgarde BioNov 2025Series BCo-investor
Neurona TherapeuticsApr 2025Early FundingCo-investor
RobinNov 2024Series B ExtensionLead

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Sign up to view full sector, stage, and valuation breakdowns for this investor.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Sign up to explore yearly investment trends and funding raised over time.

FAQ

Firmographic Details

HeadquartersNew York City, New York
Year Founded2010
AUM$7.85B

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.







Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.