Form D · Private Equity Fund

WMS PRIVATE EQUITY FUND I, LLC

Towson, MD · CIK 0001978344

Offering snapshot reported Jun 1, 2023 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $250K
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 1, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-483092

Source: Form D, filed Jun 1, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WMS PRIVATE EQUITY FUND I, LLC

Investment adviser: HB WEALTH MANAGEMENT, LLC

Gross asset value: $28.5M
Beneficial owners: 131
ADV minimum commitment: $250K

Reported in Form ADV on Sep 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C FUND ADMINISTRATION WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian FIRST NATIONAL BANK HERMITAGE, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1), fund 805-8379019104

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Timothy William Chase	Director
Martin Joseph Eby	Director
Jeffrey Leigh Hill	Director
Bryan Michael Lopez	Executive
Chad Joseph Norfolk	Director
Todd Michael Wickwire	Executive
. Wms Partners, Llc	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1 W. Pennsylvania Avenue Suite 800
Towson, MD, 21204