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 FUND

Latest reported GAV

$6.0Mgross asset value on Schedule D 7.B(1), as of 2013-11-18; never fund size

Peak reported GAV

$6.0M

Beneficial owners

18

Minimum investment

$250,000

Owned by the adviser

300%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-183116an 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

Nevada, United States

First reported

Dec 3, 2012

Last reported

Nov 18, 2013fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

4

Fund id

805-7794071606

Graph

RIA / Wealth Management

Canonical id

dfx:ria:978cf9e1-0527-061e-6e9f-4e85b2114af0

First observed

Dec 3, 2012

Last observed

Nov 18, 2013 156 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.