WM CAPITAL PARTNERS, LLC

Overview

WM Capital Partners, LLC is an SEC-registered investment adviser organized as a limited liability company and established in 2013. The firm is individually owned and is not classified as a multi-state adviser, pension consultant, related adviser, or a capital allocator. Public disclosures indicate WM Capital Partners does not identify as an active ESG investor and lists sponsorship of limited partnerships (excluding pooled investment vehicles) among its firm activities. The firm’s footprint in the public advisory client space appears limited; its visible activity is concentrated on managing private investment vehicles rather than providing broad discretionary advisory services to retail or institutional advisory clients.

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Location & Offices