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Private equityFundwound downprivate equity fund

WMS Venture Partners, LLC

managed by WMS Partners, LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:01043f03-104d-4d30-a0a5-161678b07c80

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 2
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

WMS VENTURE PARTNERS, LLC

Family investment vehicle · shared adv fund id

RIA / Wealth Managementidentity

WMS VENTURE PARTNERS, LLC

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: WMS Partners, LLC
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $145,063as of 2017-09-29
Peak reported GAV: $1.5M
Reporting years: 6
ADV first reported: Mar 30, 2012
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2017	Sep 29, 2017	Private Equity Fund	$145,063	39
2016	Nov 10, 2016	Private Equity Fund	$936,883	39
2015	Dec 2, 2015	Private Equity Fund	$970,033	39
2014	Nov 24, 2014	Private Equity Fund	$1.2M	39
2013	Nov 18, 2013	Private Equity Fund	$1.5M	39
2012	Dec 3, 2012	Private Equity Fund	$1.5M	40

Relationships

Manages (1)

← WMS Partners, LLCFirmPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Mar 29, 2018
Fund 805-8102173986 no longer reported on Form ADV by WMS Partners, LLC
Occurred
Mar 30, 2012
WMS Venture Partners, LLC first reported on Form ADV by WMS Partners, LLC (Private Equity Fund), GAV $1,474,175

Provenance

Graph: Private Equity
Canonical id: dfx:pe:01043f03-104d-4d30-a0a5-161678b07c80
First observed: n/a
Last observed: Sep 13, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WMS Venture Partners, LLC

managed by WMS Partners, LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:01043f03-104d-4d30-a0a5-161678b07c80

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Report year

Filed

ADV fund type

GAV

Owners

2017

Sep 29, 2017

Private Equity Fund

$145,063

2016

Nov 10, 2016

Private Equity Fund

$936,883

2015

Dec 2, 2015

Private Equity Fund

$970,033

2014

Nov 24, 2014

Private Equity Fund

$1.2M

2013

Nov 18, 2013

Private Equity Fund

$1.5M

2012

Dec 3, 2012

Private Equity Fund

$1.5M