Wms Partners, LLC
CRD 109971SEC# 801-46692Towson, MD
No longer SEC-registered. Wms Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,970 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.3M
Fund GAV
$11M
Private funds
5
Employees
—
Accounts
4
Location
Towson, MD
Wms Partners, LLC assets under management
Wms Partners, LLC is a registered investment adviser overseen by the SEC based in Towson, MD. It reports $9.3 million in regulatory assets under management. Wms Partners, LLC manages 5 private funds with combined gross assets of $11 million, including Wms Real Estate Opportunity Fund, LLC. By regulatory assets, it ranks 5,970 of 6,004 private fund managers.
Wms Partners, LLC private funds
5 funds · $11M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wms Real Estate Opportunity Fund, LLC | Real Estate | $7.6M | $250K |
| Wms Income Opportunity Fund, LLC | Other Private | $1.6M | $100K |
| Wms Income Opportunity Fund B, LLC | Other Private | $1.1M | $100K |
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Join to unlock · $37/moWms Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Michael Lopez Control | Chief Compliance Officer, Member Of Board | Under 5% | 2019 |
| Chad Joseph Norfolk Control | Member Of Board | Under 5% | 2018 |
| Jeffrey Leigh Hill Control | Member Of Board | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Wms Partners, LLC manage?
Wms Partners, LLC reports $9.3 million in regulatory assets under management on its Form ADV.
How many private funds does Wms Partners, LLC manage?
Wms Partners, LLC manages 5 private funds with combined gross assets of $11 million.
Where is Wms Partners, LLC located?
Wms Partners, LLC is based in Towson, MD.
Does Wms Partners, LLC disclose fund performance?
Wms Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$9.3M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
AUM vs fund managersTop 99%
Larger than 1% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
Assets under management
$9.3Mregulatory AUM
Discretionary $9.3M
Fund type mix
Other Private4
Real Estate1
Service providers
Auditor