Senior Managing Director · WM Partners, LP
David Miller
CRD 8174893 · Named on Form ADV at one SEC-registered adviser
At a glance
WM Partners, LP, an SEC-registered private fund adviser based in Aventura, FL with $1.0 billion in regulatory assets, lists David Miller on its Form ADV as Senior Managing Director, a control person.
Firms and roles
- WM Partners, LPSenior Managing DirectorPrivate fund adviser · Aventura, FL · $1.0B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Alejandro WeinsteinManager of General Partner, WM Partners, LP
- Ernesto CarrizosaChief Executive Officer, Managing Partner and CIO, WM Partners, LP
- Guido PanzeraGeneral Counsel, WM Partners, LP
- Devi VairavanChief Compliance Officer, WM Partners, LP
- Michael MarquisExecutive Managing Director, WM Partners, LP
2 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.