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| Happy Holidays!! thanks for using AUM13F!! |
| WMS Partners LLC
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| CRD # | 109971 |
| SEC # | 801-46692 |
| CIK # | 0001480916 |
| AUM | $9.3 M (2025-06-12) |
| Employees | |
| Phone | 410-337-7575 |
| Address | 1 W Pennsylvania Avenue Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | WMS Private Equity Fund I LLC | [2023-03-30] | 0.0 | 11.1 |
| PE | WMS Private Income Fund III LLC | [2021-10-14] | 31.1 | 18.1 |
| PE | WMS Private Income Fund II LLC | [2019-03-11] | 1.1 | 28.4 |
| Other | WMS Chestnut Fund LLC - Portfolio 7 | [2017-03-30] | 42.7 | 0.0 |
| PE | WMS Private Income Fund I LLC | [2017-01-19] | 0.0 | 19.0 |
| Other | WMS Chestnut Fund LLC - Portfolio 6 | [2016-03-28] | 42.7 | 0.0 |
| Other | WMS Chestnut Fund LLC - Portfolio 5 | [2015-03-31] | 42.7 | 0.0 |
| Other | WMS Allegheny Fund LLC Tranche 2 | [2014-03-28] | 30.4 | 0.1 |
| Other | WMS Chestnut Fund LLC - Portfolio 2 | [2014-03-28] | 42.7 | 0.0 |
| Other | WMS Chestnut Fund LLC - Portfolio 3 | [2014-03-28] | 42.7 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 4 | 0.0 |
| (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 | 4 | 0.0 |
| By Discretionary | ||
| Discretionary | 4 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 4 | 0.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Timothy Chase | 11 | ||
| Martin Eby | 11 | ||
| David Citron | 11 | ||
| Wms Partners LLC | 6 | ||
| 1 Wms Partners LLC | 6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001480916] |
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