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Chief Executive Officer, Managing Partner and CIO · WM Partners, LP

Ernesto Carrizosa

CRD 6502299 · 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 Ernesto Carrizosa on its Form ADV as Chief Executive Officer, Managing Partner and CIO, a control person.

Firms and roles

  • WM Partners, LPChief Executive Officer, Managing Partner and CIOPrivate fund adviser · Aventura, FL · $1.0B in regulatory assets

AtlasMembers

Ernesto’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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)

2 more people named with Ernesto on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ernesto’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.