Search
⚲

Type	Result	AUM

WMS Private Equity Fund I LLC
Firm	HB Wealth Management LLC ✚
Fund #	805-8379019104
CIK #	0001978344
Sale
Fund	Private Equity Fund
Phone	4103377575
Address	1 W Pennsylvania Avenue Towson, Maryland 21204
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Homrich Berg Partners LLC
Custodian	First National Bank, Charles Schwab & Co Inc
Auditor	Forvis LLP, SC&H Group LLC
Marketer
Broker
Jurisdiction

Form D Offering
Filed	2023-06-01 (D)
Exemption	506(b), 3(c), 3(c)(7)
Minimum	$250,000
Remaining	$250,000,000
Duration	One year or less
Revenue	Decline to Disclose
Investors	131

Directors	Role	2011 - 2026
Todd Wickwire	Executive Officer
Bryan Lopez	Executive Officer
Jeffrey Hill	Director
Martin Eby	Director
Chad Norfolk	Director
Timothy Chase	Director
Wms Partners LLC	Director

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 218338708, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

327820802