This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

WMS PARTNERS, LLCCRD 109971

Fund type

FIXED INCOME

Latest reported GAV

$0gross asset value on Schedule D 7.B(1), as of 2021-03-31; never fund size

Peak reported GAV

$45.8M

Beneficial owners

87

Minimum investment

$70,000

Owned by the adviser

400%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-135463an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Mar 28, 2014

Last reported

Mar 31, 2021fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

23

Fund id

805-2954652592

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8023569e-bbf5-b50d-5d8f-de8543422c5c

First observed

Mar 28, 2014

Last observed

Mar 31, 2021 66 months 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.