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 06/30/21. The fund's latest filing disclosed 642MM in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/21. The fund's latest filing disclosed 642MM in positions, representing 23% of the manager's regulatory AUM.
WMS PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WMS PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 19.51% | ETF | 14.4% | 0.09% | 0 | 16% | ||
| AAPL | 7.02% | Tech | 26.85% | 0.44% | 0 | 47% | ||
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FEATURED IN
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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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
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: https://www.wmsfamilyoffice.com
Fax Number: 410-337-7641
Website: https://www.wmsfamilyoffice.com
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