# WM Partners, LP

> WM Partners, LP is an SEC-registered investment advisory firm in Aventura, FL, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 235788
- Filed as: WM PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/235788
- AdvisorCensus page: https://advisorcensus.com/firm/wm-partners-lp-aventura-fl-235788

## Quick answers

**How is WM Partners, LP compensated?**
On its Form ADV (Item 5.E, October 2026), WM Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is WM Partners, LP located?**
WM Partners, LP's principal office is in Aventura, FL, according to its Form ADV.

**Is WM Partners, LP registered with the SEC or a state?**
WM Partners, LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 235788.

**How much does WM Partners, LP manage?**
WM Partners, LP reports $1,019,581,744 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have WM Partners, LP's assets and staff changed since 2021?**
In the Form ADV data for WM Partners, LP: Regulatory assets under management: $270,511,790 in the October 2021 data and $1,019,581,744 in the October 2026 data, up 277%. Total employees: 17 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WM Partners, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).

**Does WM Partners, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/235788

**What changed in WM Partners, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,159,085,387 to $1,019,581,744 (-12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,019,581,744
- Discretionary: $1,019,581,744
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $1,019,581,744 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 24 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wmplp.com
- LinkedIn @mw-capital-partners-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $270,511,790 | 17 | March 29, 2021 |
| October 2022 | $709,530,966 | 18 | March 30, 2022 |
| October 2023 | $855,342,811 | 17 | March 31, 2023 |
| October 2024 | $1,085,288,738 | 20 | March 28, 2024 |
| October 2025 | $1,159,085,387 | 24 | March 28, 2025 |
| October 2026 | $1,019,581,744 | 24 | March 31, 2026 |

Regulatory assets under management: $270,511,790 in the October 2021 data and $1,019,581,744 in the October 2026 data, up 277%.
Total employees: 17 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,159,085,387 to $1,019,581,744 (-12%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WM Partners, LP (CRD 235788): Form ADV filing data as of October 2026.