WMS Partners LLC

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Assets, Funds, Holdings

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CAFR Data
WMS Partners LLC
CRD #109971
SEC #801-46692
CIK #
AUM $3.7 BB (71% Disc, 100% US)
Employees51 (59% Investors, 0% Brokers)
Phone410-337-7575
AddressTowson City Center
Towson, MD 21204
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
VTI89.0
AAPL843,560.014.5
MSFT865,660.014.3
VIG12.1
JNJ369,000.010.9
V341,210.09.7
VO8.1
VCSH7.8
ABT136,670.06.3
GOOGL819,810.06.0
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Holdings by Sector ($)
0.90.70.50.40.20.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE WMS Private Income Fund II LLC [2019-01-18] 1.1 0.0
PE WMS Private Income Fund I LLC [2016-11-02] 0.0 17.9
Other WMS Allegheny Fund LLC Tranche 1 [2013-09-27] 30.4 2.9
Other WMS Allegheny Fund LLC Tranche 2 [2013-09-27] 30.4 0.1
Other WMS Dulaney Fund LLC [2012-08-22] 0.0 0.0
Other WMS Vendere Fund LLC [2012-06-08] 0.0 0.0
Other WMS Chestnut Fund LLC - Portfolio 1 [2011-10-26] 42.7 2.5
Other WMS Chestnut Fund LLC - Portfolio 2 [2011-10-26] 42.7 23.0
Other WMS Chestnut Fund LLC - Portfolio 3 [2011-10-26] 42.7 3.4
Other WMS Chestnut Fund LLC - Portfolio 4 [2011-10-26] 42.7 3.4
View All
Fund Directors # Filings # Firms 2011 - 2020
Timothy Chase 9 1
Martin Eby 9 1
David Citron 9 1
1 Wms Partners LLC 6 1
Wms Partners LLC 3 1
Comparable Firms State AUM ($BB)
MSA Advisors LLC
CA 4.8
CornerStone Advisors Inc
WA 3.6
Sage Financial Group Inc
PA 1.8
Rinet Company LLC
MA 1.8
Cobblestone Capital Advisors LLC
NY 1.7
Cozad Asset Management Inc
IL 1.2
Matheys Lane Capital Management LP
RI 1.0
Arcadia Investment Partners LLC
NY 0.9
Zions Capital Advisors Inc
UT 0.9
The Corundum Group Inc
CO 0.7
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