Wm Partners, Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 235788
· SEC file 801-100337
· Aventura, FL
· WMPLP.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 14
- Avg AUM / client
- $72.8M
- Accounts
- 14
- Employees
- 24
AUM over time
$100M
$1.2B
Oct 2015
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $1.0B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hph Ii Investments Master Fund, Lp master | Private Equity Fund | Cayman Islands | $516M | 83 |
| Hph Ii Investments Aiv Raw Sugar, Lp | Private Equity Fund | Delaware | $206M | 96 |
| Hph Iii Investments, Lp | Private Equity Fund | Delaware | $123M | 23 |
| Hph Ii Mf Parallel, Lp master | Private Equity Fund | Delaware | $99.8M | 1 |
| Hph Iii Investments Parallel Fund, Lp | Private Equity Fund | Delaware | $25.7M | 11 |
| Hph Iii Investments Parallel Fund A, Lp | Private Equity Fund | Delaware | $23.7M | 1 |
| Hph Iii Offshore Parallel Fund, Lp | Private Equity Fund | Cayman Islands | $16.9M | 7 |
| Wm Civ, Lp | Private Equity Fund | Delaware | $2.7M | 12 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Panzera, Guido | General Counsel And Chief Compliance Officer | Aug 2016 (10y) | Less than 5% | |
| Minski, Jose | Co Founder And Ceo | Jun 2018 (8y) | Less than 5% | |
| Weinstein, Alejandro | Manager Of General Partner | Jun 2018 (8y) | Less than 5% | |
| Carrizosa, Ernesto | Managing Partner And Cio | Mar 2023 (3y) | Less than 5% | |
| Jose Biton | Chief Financial Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nutritional Ventures, Inc. | Limited Partner | Apr 2016 | A | 25% – 50% |
| Henia Holdings, Llc | Limited Partner | Mar 2019 | A | 25% – 50% |
| Bruki Llc | Limited Partner | Nov 2020 | A | 10% – 25% |
| Wm Partners Gp Ii, Llc | General Partner | Mar 2019 | A | Less than 5% |
| Smotrich S.A.R.L Spf | Shareholder | Apr 2016 | B | ≈ 18.75% – 50% via Nutritional Ventures, Inc. |
| Emc2 Limited | Owner | Dec 2019 | B | ≈ 14.06% – 50% via Smotrich S.A.R.L Spf |
| Yozma Trust | Owner | Dec 2019 | B | ≈ 10.55% – 50% via Emc2 Limited |
| Sagas Services, Inc. | Owner | Nov 2020 | B | ≈ 7.5% – 25% via Bruki Llc |
| Ernesto Carrizosa Revocable Trust | Owner | Nov 2020 | B | ≈ 5.63% – 25% via Sagas Services, Inc. |
| Edition Trust | Member | Dec 2020 | B | ≈ 4.69% – 25% via Shir International Llc |
| Simphony Trust Irrev Discr. | Member | Jun 2015 | B | ≈ 6.25% – 25% via Henia Holdings, Llc |
| Deseja Trust Irrev Discr | Member | Jun 2015 | B | ≈ 6.25% – 25% via Henia Holdings, Llc |
| Shir International Llc | Member | Jun 2018 | B | ≈ 6.25% – 25% via Henia Holdings, Llc |
| Commonwealth Trust Company | Trustee | Oct 2015 | B | GP / trustee / elected manager of Simphony Trust Irrev Discr. (indirect) |
| Novatrust Limited | Trustee | Dec 2019 | B | GP / trustee / elected manager of Yozma Trust (indirect) |
| Teton Trust Company | Trustee | Dec 2020 | B | GP / trustee / elected manager of Edition Trust (indirect) |
| Minski, Meyer | Elected Manager | Jun 2018 | B | GP / trustee / elected manager of Henia Holdings, Llc (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Smotrich S.A.R.L Spf: 75% – 100% of Nutritional Ventures, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Emc2 Limited: 75% – 100% of Smotrich S.A.R.L Spf × 75% – 100% of Nutritional Ventures, Inc. × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Yozma Trust: 75% – 100% of Emc2 Limited × 75% – 100% of Smotrich S.A.R.L Spf × 75% – 100% of Nutritional Ventures, Inc. × 25% – 50% direct ≈ 10.55% – 50% of the firm
- Sagas Services, Inc.: 75% – 100% of Bruki Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Ernesto Carrizosa Revocable Trust: 75% – 100% of Sagas Services, Inc. × 75% – 100% of Bruki Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
- Edition Trust: 75% – 100% of Shir International Llc × 25% – 50% of Henia Holdings, Llc × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Simphony Trust Irrev Discr.: 25% – 50% of Henia Holdings, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Deseja Trust Irrev Discr: 25% – 50% of Henia Holdings, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Shir International Llc: 25% – 50% of Henia Holdings, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hph Ii Investments Master Fund, Lp | Private Equity Fund | $516M | $5.0M | 83 |
| Hph Ii Investments Aiv Raw Sugar, Lp | Private Equity Fund | $206M | $5.0M | 96 |
| Hph Iii Investments, Lp | Private Equity Fund | $123M | $5.0M | 23 |
| Hph Ii Mf Parallel, Lp | Private Equity Fund | $99.8M | $5.0M | 1 |
| Hph Iii Investments Parallel Fund, Lp | Private Equity Fund | $25.7M | $5.0M | 11 |
| Hph Iii Investments Parallel Fund A, Lp | Private Equity Fund | $23.7M | $5.0M | 1 |
| Hph Iii Offshore Parallel Fund, Lp | Private Equity Fund | $16.9M | $5.0M | 7 |
| Wm Civ, Lp | Private Equity Fund | $2.7M | $0 | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗