Investment adviser · CRD 235788
WM PARTNERS, LP
Investment adviser filing (IA)
AVENTURA, FL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.02B Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 14 | $1,019,581,744 | 100.0% |
Filing source
Form ADV 2076673 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
12 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HPH II INVESTMENTS MASTER FUND, LPPrivate Equity Fund · Last reported Mar 31, 2026$429MGross asset value
Form D fundraising filings
HPH II Investments Master Fund, LP
Feeder funds
- HPH II FF, LP
- HPH II INTERNATIONAL FF, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-9390151622
- Reported beneficial owners
- 83
- Minimum commitment
- $5M
- Form D file number
- 021-337151
Form ADV 2076673 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HPH II INVESTMENTS AIV RAW SUGAR, LPPrivate Equity Fund · Last reported Mar 31, 2026$143MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-3986290294
- Reported beneficial owners
- 96
- Minimum commitment
- $5M
Form ADV 2076673 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HPH III INVESTMENTS, LPPrivate Equity Fund · Last reported Mar 31, 2026$142MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-8935137532
- Reported beneficial owners
- 41
- Minimum commitment
- $5M
- Form D file number
- 021-468996
Form ADV 2076673 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HPH III INVESTMENTS PARALLEL FUND, LPPrivate Equity Fund · Last reported Mar 31, 2026$87.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-7458182957
- Reported beneficial owners
- 13
- Minimum commitment
- $5M
- Form D file number
- 021-46899603
Form ADV 2076673 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HPH II MF PARALLEL, LPPrivate Equity Fund · Last reported Mar 31, 2026$81.2MGross asset value
Feeder funds
- HPH II PARALLEL FF, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-5768734096
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
Form ADV 2076673 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HPH III INVESTMENTS PARALLEL FUND A, LPPrivate Equity Fund · Last reported Mar 31, 2026$37.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-4960235956
- Reported beneficial owners
- 4
- Minimum commitment
- $5M
- Form D file number
- 021-46899601
Form ADV 2076673 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HPH III OFFSHORE PARALLEL FUND, LPPrivate Equity Fund · Last reported Mar 31, 2026$24.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-5054518264
- Reported beneficial owners
- 8
- Minimum commitment
- $5M
- Form D file number
- 021-46899602
Form ADV 2076673 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
21500 BISCAYNE BLVD, SUITE 600AVENTURA, FL, 33180, United States
CRD 235788
Filing source
Form ADV 2076673 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.