⚲
|
WM Partners LP
✚
| |
---|---|
CRD # | 235788 |
SEC # | 801-100337 |
CIK # | 0001820529 |
AUM | $1.1 BB (2024-03-28) |
Employees | 20 (45% Investors, 0% Brokers) |
Phone | 754-260-6500 |
Address | 21500 Biscayne Blvd Aventura, FL 33180 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | HPH III Investments LP | [2023-03-31] | 141.7 | 123.0 |
PE | HPH III Investments Parallel Fund A LP | 2023-03-31 | 23.7 | |
PE | HPH III Investments Parallel Fund LP | 2023-03-31 | 25.7 | |
PE | HPH III Offshore Parallel Fund LP | 2023-03-31 | 16.9 | |
PE | HPH II Investments AIV RAW Sugar LP | 2022-03-30 | 206.4 | |
PE | HPH II Investments AIV Vega-Sequel LP | [2022-03-30] | 0.0 | 185.6 |
PE | WM CIV LP | 2022-03-30 | 2.7 | |
PE | HPH II FF LP | [2019-03-29] | 107.6 | 141.2 |
PE | HPH II International FF LP | [2019-03-29] | 107.6 | 25.1 |
PE | HPH II Investments Master Fund LP | [2019-03-29] | 107.6 | 515.7 |
View All |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 13 | 1,085.3 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 13 | 1,085.3 |
By Discretionary | ||
Discretionary | 13 | 1,085.3 |
Non-Discretionary | 0 | 0.0 |
Total | 13 | 1,085.3 |
By Non-United States Persons | ||
Non-United States Persons | 532.6 | |
United States Persons | 552.7 | |
Total | 13 | 1,085.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Jose Minski | 4 | ||
Ernesto Carrizosa | 4 | ||
Alejandro Weinstein | 4 | ||
HPH Specialized II GP | 2 | ||
WM Partners | 2 | ||
HPH II Specialized II GP | 1 | ||
Guido Panzera | 1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
D | [0001820529] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Gerchen Capital Management LLC
✚
|
IL | 1.1 |
The Stagwell Group LLC
✚
|
FL | 1.1 |
ASBG LLC
✚
|
NY | 1.1 |
Newstone Capital Partners LLC
✚
|
TX | 1.1 |
O2 Investment Partners LP
✚
|
MI | 1.1 |
Angeles Equity Partners LLC
✚
|
CA | 1.1 |
Capital Z Partners Management LLC
✚
|
FL | 1.1 |
Pacific Avenue Capital Partners Management Company LLC
✚
|
CA | 1.1 |
TAC Partners Inc
✚
|
MA | 1.1 |
Ally Bridge Group PE LLC
✚
|
NY | 1.1 |