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WMS Partners
WMS Partners was established in 1993 by Timothy W. Chase, David M. Citron and Martin J. Eby. The firm operates as a multi-family office from Towson, Maryland,...
WMS Partners
WMS Partners was established in 1993 by Timothy W. Chase, David M. Citron and Martin J. Eby. The firm operates as a multi-family office from Towson, Maryland, and supplies fiduciary wealth planning and legacy advisory to high- and ultra-high-net-worth families. Capital is deployed across real estate, private equity, private credit, hedge funds and infrastructure. Investment types include direct co-investments, SPVs and fund-of-funds. Stages cover early-stage and growth opportunities. Geographic reach extends to North America, Europe and Asia. Vehicles operated by the firm include the WMS Real Estate Opportunity Fund and WMS Private Income Fund I. The three founders remain in operating roles. In January 2025 Homrich Berg acquired WMS Partners, with former WMS shareholders becoming owners in the acquirer. The firm holds memberships in Worth Leading Advisors and the Palm Beach Hedge Fund Association.
General information
Firm type
Multi Family Office
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Towson
Corporate office
Towson, MD, United States
Principals
Timothy W. Chase
Co-founder and Chairman
David M. Citron
Co-founder and CIO
Martin J. Eby
Co-founder and Senior Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at WMS Partners?
Timothy W. Chase serves as chairman and David M. Citron serves as CIO. Both are co-founders. Martin J. Eby serves as senior advisor.
How is WMS Partners structured after the 2025 transaction?
Homrich Berg acquired the firm in January 2025. Former WMS shareholders took ownership stakes in Homrich Berg while the WMS brand and operations continue.
Does WMS Partners participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to funds and executes direct co-investments and SPVs.
What investment stages does WMS Partners target?
Early stage and growth investments are confirmed. The firm also allocates to buyout, expansion and venture opportunities.
Where does WMS Partners maintain investment exposure?
Allocations span North America, Europe and Asia. Real estate and private income vehicles focus on the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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