WM PARTNERS, LP
Adviser information for WM PARTNERS, LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 13 | $1.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 31 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-100337 |
|---|---|
| SEC ERA File Number | 801-100337 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 235788 |
| Legal Entity Identifier | None |
Principal Office
21500 BISCAYNE BLVDSUITE 600
AVENTURA
FL
United States
Monday - Friday, 9AM-5PM
Tel: (754) 260-6500, Fax: (754) 260-6505
Chief Compliance Officer
GUIDO PANZERA
GENERAL COUNSEL
21500 BISCAYNE BLVD
SUITE 600
AVENTURA
FL
United States
Tel:
(754) 260-6522
Fax:
(754) 260-6505
G*@********M
(Full email address available in API data)
Regulatory Contact
ERNESTO CARRIZOSA
MANAGING PARTNER & CIO
21500 BISCAYNE BLVD
SUITE 600
AVENTURA
FL
United States
Tel:
(754) 260-6503
Fax:
(754) 260-6505
E*@********M
(Full email address available in API data)
Industry Affiliates
| SAME | Sponsor, GP, manager of pooled investment vehicles |
| SAME | Sponsor, GP, manager of pooled investment vehicles |
| SAME | Sponsor, GP, manager of pooled investment vehicles |
| SAME | Sponsor, GP, manager of pooled investment vehicles |
| SAME | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HPH II INVESTMENTS AIV RAW SUGAR, LP | Private Equity Fund | $206.4M | $5.0M | 96 |
| HPH II INVESTMENTS MASTER FUND, LP | Private Equity Fund | $515.7M | $5.0M | 83 |
| HPH II MF PARALLEL, LP | Private Equity Fund | $99.8M | $5.0M | 1 |
| HPH III INVESTMENTS PARALLEL FUND A, LP | Private Equity Fund | $23.7M | $5.0M | 1 |
| HPH III INVESTMENTS PARALLEL FUND, LP | Private Equity Fund | $25.7M | $5.0M | 11 |
| HPH III INVESTMENTS, LP | Private Equity Fund | $123.0M | $5.0M | 23 |
| HPH III OFFSHORE PARALLEL FUND, LP | Private Equity Fund | $16.9M | $5.0M | 7 |
| WM CIV, LP | Private Equity Fund | $2.7M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MINSKI, JOSE | Individual | – | CO-FOUNDER AND CEO | 03/2023 | < 5% |
| WEINSTEIN, ALEJANDRO | Individual | – | MANAGER OF GENERAL PARTNER | 06/2018 | < 5% |
| CARRIZOSA, ERNESTO | Individual | – | MANAGING PARTNER AND CIO | 03/2023 | < 5% |
| SIMPHONY TRUST IRREV-DISCR. | Domestic Entity | HENIA HOLDINGS, LLC | MEMBER | 06/2015 | 25-50% |
| DESEJA TRUST IRREV-DISCR | Domestic Entity | HENIA HOLDINGS, LLC | MEMBER | 06/2015 | 25-50% |
| Panzera, Guido | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 08/2016 | < 5% |
| NUTRITIONAL VENTURES, INC. | Domestic Entity | – | LIMITED PARTNER | 04/2016 | 25-50% |
| COMMONWEALTH TRUST COMPANY | Domestic Entity | SIMPHONY TRUST IRREV-DISCR. | TRUSTEE | 10/2015 | |
| WM PARTNERS GP II, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2019 | < 5% |
| HENIA HOLDINGS, LLC | Domestic Entity | – | LIMITED PARTNER | 03/2019 | 25-50% |
| SMOTRICH S.A.R.L - SPF | Foreign Entity | NUTRITIONAL VENTURES, INC. | SHAREHOLDER | 04/2016 | > 75% |
| SHIR INTERNATIONAL LLC | Domestic Entity | HENIA HOLDINGS, LLC | MEMBER | 06/2018 | 25-50% |
| EMC2 LIMITED | Foreign Entity | SMOTRICH S.A.R.L - SPF | OWNER | 12/2019 | > 75% |
| YOZMA TRUST | Foreign Entity | EMC2 LIMITED | OWNER | 12/2019 | > 75% |
| NOVATRUST LIMITED | Foreign Entity | YOZMA TRUST | TRUSTEE | 12/2019 | |
| BRUKI LLC | Domestic Entity | – | LIMITED PARTNER | 11/2020 | 10-25% |
| SAGAS SERVICES, INC. | Domestic Entity | BRUKI LLC | OWNER | 11/2020 | > 75% |
| ERNESTO CARRIZOSA REVOCABLE TRUST | Domestic Entity | SAGAS SERVICES, INC. | OWNER | 11/2020 | > 75% |
| EDITION TRUST | Domestic Entity | SHIR INTERNATIONAL LLC | MEMBER | 12/2020 | > 75% |
| TETON TRUST COMPANY | Domestic Entity | EDITION TRUST | TRUSTEE | 12/2020 | |
| MINSKI, MEYER | Individual | HENIA HOLDINGS, LLC | ELECTED MANAGER | 06/2018 | |
| MINSKI, JOSE | Individual | HENIA HOLDINGS, LLC | ELECTED MANAGER | 06/2018 | |
| BITON, JOSE | Individual | – | CHIEF FINANCIAL OFFICER | 03/2023 | < 5% |