WMS Partners, LLC
$5.7B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($22.6M parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.
Historical Fund Disclosures — WMS Partners, LLC
5 Open Source Trails (No Registration)Showing all 5 tracked historical disclosure records for WMS Partners, LLC (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.
| Disclosed Fund / Vehicle | Strategy | Fund Vintage | Advised Vehicle GAV | Disclosed Performance | Primary Source Trail |
|---|---|---|---|---|---|
| WMS Private Equity Fund I, LLCAdviser 7.B Vehicle | Fund of Funds | 2024 |
$12.1M Adviser-managed fund GAV · As of April 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| WMS Real Estate Opportunity Fund, LLCAdviser 7.B Vehicle | Fund of Funds | 2024 |
$4.3M Adviser-managed fund GAV · As of April 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| WMS Income Opportunity Fund, LLCAdviser 7.B Vehicle | Fund of Funds | 2024 |
$2.4M Adviser-managed fund GAV · As of April 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| WMS Washington Fund, LLCAdviser 7.B Vehicle | Multi-Strategy | 2024 |
$2.3M Adviser-managed fund GAV · As of April 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| WMS Income Opportunity Fund B, LLCAdviser 7.B Vehicle | Fund of Funds | 2024 |
$1.6M Adviser-managed fund GAV · As of April 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
Forward-Looking Searches, Pacing Plans & Governance Updates — WMS Partners, LLC
Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.
Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap
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Retained Private Markets Advisors & Emerging-Manager Search Conduits
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CIO, Private Markets Officers & Official Pitch Intake Guidance
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You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for WMS Partners, LLC are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:
- LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
- Separated active manager searches, RFPs & governance updates
- Decision-Maker Investment Contacts (3) & official proposal intake channels
- Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export
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Strategies Disclosed by WMS Partners, LLC
Frequently Asked Questions: WMS Partners, LLC
What type of institutional allocator is WMS Partners, LLC and what is their typical disclosed ticket size?
WMS Partners, LLC is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Towson, MD; Headquarters: Towson, MD). Across 5 historical disclosure records tracked on Prilago ($22.6M total parsed USD across disclosed rows), the median disclosed amount is $2.4M (range: $1.6M to $12.1M).
Which private-market strategies appear in WMS Partners, LLC's public disclosures?
WMS Partners, LLC has disclosed records across Fund of Funds, Multi-Strategy. Open preview records include WMS Private Equity Fund I, LLC (2024 Vintage), WMS Real Estate Opportunity Fund, LLC (2024 Vintage), WMS Income Opportunity Fund, LLC (2024 Vintage), WMS Washington Fund, LLC (2024 Vintage).
How are WMS Partners, LLC's historical records substantiated and separated from active searches on Prilago?
Records for WMS Partners, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.
How can General Partners request pilot access to WMS Partners, LLC's full commitment history and contacts?
General Partners can join the early-access waitlist on https://prilago.com/lp/wms-partners-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.