Wm Partners, LP (Dania Beach)

Name: Wm Partners, LP
Address: 1815 Griffin Road, Suite 404, Dania Beach, FL, 33004
Telephone: (754) 260-6500

Wm Partners, LP is a large advisory firm based in Dania Beach. It manages $243.83 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.

Wm Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wm Partners: assets under management

The assets under management (AUM) of Wm Partners, LP is $243.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 144% since the beginning of its operation, and $153.33 million of the total AUM is attributable to clients outside of the United States.

The firm manages $243.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.83 million each.

Wm Partners has custody of $243.83 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wm Partners, LP for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wm Partners serves?

The only and largest group of clients of Wm Partners is pooled investment vehicles with 7 clients and $243.83 million of assets under management. Among the 11 most similar advisory firms, Wm Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $243.83 million for 7 clients. 63% of the firm’s clients are foreign persons or businesses.

Wm Partners also advises several private funds. Namely, seven private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Wm Partners, LP

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wm Partners Llc	General partner	1 May 2015	Other	47-4135560
Anthony Christopher Robinson	Cco, general counsel	1 May 2015	Other	4616152
Jose Minski	General partner	1 May 2015	50% - 75%	6502277
Alejandro Weinstein	General partner	1 May 2015	50% - 75%	6502290
Ernesto Carrizosa	Executive managing director	1 May 2015	Other	6502299
Llc Wm Partners	General partner	1 Jun 2015	Other	47-4135560
Jose Minski	Director of general partner	1 Jun 2015	Other	6502277
Alejandro Weinstein	Director of general partner	1 Jun 2015	Other	6502290
Ernesto Carrizosa	Executive managing director	1 Jun 2015	Other	6502299
Llc Tripod Pharma Holdings	Limited partner	1 Jun 2015	50% - 75%	46-3011415
Wm Partners Llc	General partner	1 Jun 2015	Other	47-4135560
Anthony Christopher Robinson	Cco, general counsel	1 Jun 2015	Other	4616152
Tripod Pharma Holdings Llc	Limited partner	1 Jun 2015	50% - 75%	46-3011415
Nutritional Ventures Holdings Limited	Limited partner	1 Jun 2015	50% - 75%	99-9999999
Inc. Nutritional Ventures	Limited partner	1 Apr 2016	50% - 75%	81-2482609
Guido Panzera	General counsel and chief compliance officer	1 Aug 2016	Other	6694677

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Karjiang Pharma Trust	Shareholder	1 Apr 2015	75% - 100%	99-9999999
Groveway Investments S.A.	Member	1 May 2015	50% - 75%	99-9999999
Azure Ventures Limited	Member	1 Jun 2015	50% - 75%	99-9999999
Sognatore Trust	Member	1 Jun 2015	50% - 75%	99-9999999
Simphony Trust Irrev Discr.	Member	1 Jun 2015	25% - 50%	99-9999999
Deseja Trust Irrev Discr	Member	1 Jun 2015	25% - 50%	99-9999999
Sognatore Trust Irrev Discr. N.Z.	Member	1 Jun 2015	50% - 75%	99-9999999
Mw General Partners Lp	Partner	1 Jun 2015	25% - 50%	98-1269385
Tripod Pharma Holding Llc	Member	1 Jun 2015	50% - 75%	46-3011415
Alejandro Esteban Weinstein	Owner	1 Oct 2015	75% - 100%	6709010
Commonwealth Trust Company	Trustee	1 Oct 2015	Other	51-0009125
Cordero Galindo & Lee Trust Aleman	Trustee	1 Oct 2015	Other	99-9999999
Ltd. New Zealand Trustees	Trustee	1 Oct 2015	Other	99-9999999
Nutritional Ventures Holdings Limited	Shareholder	1 Apr 2016	75% - 100%	99-9999999
Caoton Company S.A.	Trustee	1 Jun 2017	Other	99-9999999

Based in Dania Beach

The principal office where Wm Partners, LP performs its advisory services is located at 1815 Griffin Road, Suite 404, Dania Beach, FL 33004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (754) 260-6500 or by fax (754) 260-6505. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at wmplp.com.