WMS PARTNERS LLC Overview

Wms Partners Llc is an investment advisor that manages 2.7 BN dollars in regulatory AUM and has 44 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 747MM in positions, representing 27% of the manager's regulatory AUM.

WMS PARTNERS LLC StockAlpha

-2.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WMS PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 10.72% ETF 1.78% 0.02% 0 10%
MSFT 4.64% Tech 3.56% 0.29% 0 36%
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FEATURED IN
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WMS PARTNERS LLC Founders and Key Employees

Name Title In Position Since
Timothy W. Chase Partner July-1992
Martin J. Eby Partner May-1994
David M. Citron Partner April-2002
Timothy W. Chase Chief Compliance Officer/Managing Partner October-2004
Robert S. Killebrew Partner December-2010
Bryan M. Lopez Chief Operations Officer October-2013
Jeffrey B. Vain Chief Financial Officer March-2014

WMS PARTNERS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

WMS PARTNERS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Trading (securities sold within thirty (30) days)
• Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
...
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WMS PARTNERS LLC Portfolio Concentration

WMS PARTNERS LLC Location

TOWSON CITY CENTER
1 OLYMPIC PLACE, 8TH FLOOR
TOWSON, Maryland
UNITED STATES, 21204

WMS PARTNERS LLC Contact Information

Phone Number: 410-337-7575
Fax Number: 410-337-7641
Website:

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