| 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 |
| 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 |
Wms Partners, LLC reports $9.3 million in regulatory assets under management on its Form ADV.
Wms Partners, LLC manages 5 private funds with combined gross assets of $11 million.
Wms Partners, LLC is based in Towson, MD.
Wms Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $9.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $9.3M |