WM PARTNERS, LP
Firm details
- Headquarters
- AVENTURA, Florida
- CRD number
- 235788
- Registered since
- June 5, 2015
- Website
- www.wmplp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
WM Partners, LP operates as a private equity manager organized as a limited partnership and SEC-registered since 2015. The firm’s advisory activity is focused on portfolio management for pooled investment vehicles, where it typically serves as sponsor, general partner and managing member. Its client base is institutional, and its compensation combines a percentage-of-assets structure with performance-based fees, consistent with traditional private equity economics. Investment activity centers on private equity strategies. The firm identifies, structures and manages pooled private equity funds rather than acting as a broad capital allocator to diversified third-party strategies. WM Partners, LP reports being an active ESG investor, indicating that environmental, social and governance considerations are integrated into its investment selection or ongoing portfolio oversight.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Guido Panzera
General Counsel & Chief Compliance OfficerCRD 6694677
ERNESTO CARRIZOSA
Managing Partner and Chief Investment OfficerCRD 6502299
Eric Brown
Chief Operations OfficerCRD 8174497
Contacts
3 of 4ALEJANDRO WEINSTEIN
Co-FounderCRD 6502290
Michael Marquis
Executive Managing DirectorCRD 8174898
David Miller
Senior Managing DirectorCRD 8174893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AVENTURA, FL
MIAMI DADE
Location
AVENTURA, FL
Headquartered in AVENTURA, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 21500 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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