WM PARTNERS, LP

RIASEC RegisteredEst. 2015
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$72.8M
Accounts
14
Employees
24
Advisory reps
8

Firm details

Headquarters
AVENTURA, Florida
CRD number
235788
Registered since
June 5, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Guido Panzera

    General Counsel & Chief Compliance OfficerCRD 6694677

  • ERNESTO CARRIZOSA

    Managing Partner and Chief Investment OfficerCRD 6502299

  • Eric Brown

    Chief Operations OfficerCRD 8174497

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Contacts

3 of 4
  • ALEJANDRO WEINSTEIN

    Co-FounderCRD 6502290

  • Michael Marquis

    Executive Managing DirectorCRD 8174898

  • David Miller

    Senior Managing DirectorCRD 8174893

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth