WMS Partners
WMS Partners, LLC is a multi-family office headquartered in Towson. Founded in 1993 by advisors Tim Chase, David Citron and Martin Eby, the firm oversees more than $6 billion in assets and offers integrated wealth planning, investment management and...
WMS Partners
WMS Partners, LLC is a multi-family office headquartered in Towson. Founded in 1993 by advisors Tim Chase, David Citron and Martin Eby, the firm oversees more than $6 billion in assets and offers integrated wealth planning, investment management and family-legacy advisory to high- and ultra-high-net-worth clients across the United States—delivering fiduciary counsel and open-architecture access to public and private markets.
General information
Firm type
Multi Family Office
Year founded
1993
AUM
—
Location
Region
North America
Country
—
City
Towson
Corporate office
1 West Pennsylvania Avenue Suite 800
Frequently asked questions
What is WMS Partners?
WMS Partners is a multi family office headquartered in Towson.
When was WMS Partners founded?
WMS Partners was founded in 1993.
Where is WMS Partners headquartered?
WMS Partners is headquartered in Towson, in the North America region.
What does Altss track for WMS Partners?
Altss maintains an OSINT-verified profile of WMS Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is WMS Partners's website?
WMS Partners's public website is www.wms-partners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is WMS Partners?
WMS Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on WMS Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for WMS Partners?
WMS Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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