WMS PARTNERS, LLC

HTTPS://WWW.WMSFAMILYOFFICE.COM TOWSON, MD Investment Advisor Hedge Fund How do I update this listing?

WMS Partners is based out of Towson. WMS Partners is a large advisory firm with 619 clients and discretionary assets under management (AUM) of $2,619,858,681 (Form ADV from 2018-10-01). Their last reported 13F filing for Q3 2019 included $416,173,000 in managed 13F securities and a top 10 holdings concentration of 47.64%. WMS Partners's largest holding is Vanguard Total Stock Market ETF with shares held of 621,693. WMS Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 44 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $416.173 Million
  • Prior Market Value $406.799 Million
  • New Purchases25 stocks
  • Additional Purchases79 stocks
  • Sold out of16 stocks
  • Reduced holdings in81 stocks
  • Top 10 Holdings % 47.64 %
  • Turnover % [1]:18.39%
  • Turnover Alt % [2]: 5.24 %
  • Time Held Top20:11.70 quarters
  • Time Held Top10:11.90 quarters
  • Time Held All:16.53 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 1.41%
Performance Last 4 Quarters: 5.78%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR/A (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR/A (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR/A (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WMS PARTNERS, LLC
Classified as Hedge Fund
TOWSON CITY CENTER 1 OLYMPIC PLACE, 8TH FLOOR
TOWSON MD    21204
Country: United States

Business Phone: 410-337-7575
Fax: 410-337-7641
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 51
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 1,256,200,000
Total Number of Clients: 619
Amount of client funds and securities by related persons: 12,689,500
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WMS PARTNERS, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CHASE, TIMOTHY, WILLIAM CHIEF COMPLIANCE OFFICER, CHAIRMAN, MEMBER OF EXECUTIVE COMMITTEE 07/01/1992 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 1992-07-01
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER/MANAGING PARTNER direct 2004-10-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER direct 1992-07-01 2005-04-12
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01 2009-11-13
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 1992-07-01 2013-11-18
EBY, MARTIN, JOSEPH MEMBER OF EXECUTIVE COMMITTEE 05/01/1994 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 1994-05-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 1994-05-01 2013-11-18
CITRON, DAVID, MARK PARTNER 04/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 2002-04-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 2002-04-01
SPEARGAS, PAUL, A CHIEF INVESTMENT OFFICER & MEMBER OF EXECUTIVE COMMITTEE 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2018-01-01
NORFOLK, CHAD, JOSEPH CHIEF ADVISORY OFFICER & MEMBER OF EXECUTIVE COMMITTEE 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GEIER ASSET MANAGEMENT INC VICE PRESIDENT direct 2001-01-01 2006-08-23
FINANCIAL ADVANTAGE INC VP direct 2007-01-01 2012-09-25
FINANCIAL ADVANTAGE INC VP/SECRETARY direct 2007-01-01 2013-06-28
FINANCIAL ADVANTAGE INC SHAREHOLDER direct 2007-01-01 2014-03-05
WMS PARTNERS, LLC CHIEF OPERATIONS OFFICER direct 2016-02-01 2017-03-01
WICKWIRE, TODD, MICHAEL CHIEF OPERATING OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC CHIEF OPERATING OFFICER direct 2019-02-01
HILL, JEFFREY, LEIGH MEMBER OF EXECUTIVE COMMITTEE 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC MEMBER OF EXECUTIVE COMMITTEE direct 2018-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WMS PRIVATE INCOME FUND II, LLC United States 805-3219199642 Private Equity Fund 0 250,000 Fund of Funds
WMS PRIVATE INCOME FUND I, LLC United States 805-7560862230 Private Equity Fund 17,923,656 250,000 Fund of Funds
WMS CHESTNUT FUND, LLC - PORTFOLIO 2 United States 805-6304250366 Other Private Fund FIXED INCOME 23,014,571 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 3 United States 805-3705376563 Other Private Fund FIXED INCOME 3,361,346 46
WMS CHESTNUT FUND, LLC - PORTFOLIO 5 United States 805-9357439391 Other Private Fund FIXED INCOME 1,563,589 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 6 United States 805-8554613961 Other Private Fund FIXED INCOME 1,295,232 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 4 United States 805-9073154749 Other Private Fund FIXED INCOME 3,429,662 150,000
WMS INCOME OPPORTUNITY FUND A, LLC United States 805-5028237516 Other Private Fund FIXED INCOME, FUND OF FUNDS 14,444,111 100,000 Fund of Funds
WMS FAIRMOUNT FUND, LLC - SHORT TERM TRANCHE United States 805-9825209995 Other Private Fund FIXED INCOME 3,729 70,000
WMS INCOME OPPORTUNITY FUND B, LLC United States 805-4151242022 Other Private Fund FIXED INCOME, FUND OF FUNDS 17,196,315 100,000 Fund of Funds
WMS SUSQUEHANNA FUND, LLC - TRANCHE 1 United States 805-5790451711 Other Private Fund FIXED INCOME 12,883,060 50,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 1 United States 805-8645269055 Other Private Fund FIXED INCOME 2,529,775 150,000
WMS REAL ESTATE OPPORTUNITY FUND, LLC United States 805-9823451861 Real Estate Fund 5,875,343 250,000 Fund of Funds
WMS WASHINGTON FUND, LLC United States 805-4600185749 Other Private Fund SBA INVESTMENTS 2,837,815 75,000
WMS INCOME OPPORTUNITY FUND, LLC United States 805-6475191838 Other Private Fund FIXED INCOME 31,809,548 100,000 Fund of Funds
WMS SUSQUEHANNA FUND, LLC - TRANCHE 3 United States 805-1899526868 Other Private Fund FIXED INCOME 18,232,552 50,000
WMS SUSQUEHANNA FUND, LLC - TRANCHE 2 United States 805-9467486640 Other Private Fund FIXED INCOME 9,860,673 50,000
WMS FAIRMOUNT FUND, LLC - LONG TERM TRANCHE United States 805-9452849152 Other Private Fund FIXED INCOME 7,010,384 70,000
WMS FAIRMOUNT FUND, LLC - TRANCHE 3 United States 805-2954652592 Other Private Fund FIXED INCOME 44,235,200 70,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 7 United States 805-5425135424 Other Private Fund FIXED INCOME 152,431 150,000

WMS PARTNERS, LLC

ownership team - last updated 2018-11-08
Name Title Start Date Direct/Indirect % Ownership
CHASE, TIMOTHY, WILLIAM CHIEF COMPLIANCE OFFICER/CHAIRMAN 07/01/1992 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 1992-07-01
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER/MANAGING PARTNER direct 2004-10-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER direct 1992-07-01 2005-04-12
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01 2009-11-13
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 1992-07-01 2013-11-18
EBY, MARTIN, JOSEPH PARTNER 05/01/1994 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 1994-05-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 1994-05-01 2013-11-18
CITRON, DAVID, MARK PARTNER 04/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 2002-04-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 2002-04-01
KESSENICH, PACE, ROY PRESIDENT & CEO 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PRESIDENT direct 2017-01-01
SPEARGAS, PAUL, A CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2018-01-01
NORFOLK, CHAD, JOSEPH CHIEF ADVISORY OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GEIER ASSET MANAGEMENT INC VICE PRESIDENT direct 2001-01-01 2006-08-23
FINANCIAL ADVANTAGE INC VP direct 2007-01-01 2012-09-25
FINANCIAL ADVANTAGE INC VP/SECRETARY direct 2007-01-01 2013-06-28
FINANCIAL ADVANTAGE INC SHAREHOLDER direct 2007-01-01 2014-03-05
WMS PARTNERS, LLC CHIEF OPERATIONS OFFICER direct 2016-02-01 2017-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WMS PRIVATE INCOME FUND I, LLC United States 805-7560862230 Private Equity Fund 11,896,646 250,000 Fund of Funds
WMS CHESTNUT FUND, LLC - PORTFOLIO 2 United States 805-6304250366 Other Private Fund FIXED INCOME 23,435,842 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 3 United States 805-3705376563 Other Private Fund FIXED INCOME 9,299,615 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 5 United States 805-9357439391 Other Private Fund FIXED INCOME 1,560,885 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 6 United States 805-8554613961 Other Private Fund FIXED INCOME 1,268,166 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 4 United States 805-9073154749 Other Private Fund FIXED INCOME 3,473,437 150,000
WMS INCOME OPPORTUNITY FUND A, LLC United States 805-5028237516 Other Private Fund FIXED INCOME, FUND OF FUNDS 15,851,519 100,000 Fund of Funds
WMS FAIRMOUNT FUND, LLC - SHORT TERM TRANCHE United States 805-9825209995 Other Private Fund FIXED INCOME 1,129,818 70,000
WMS INCOME OPPORTUNITY FUND B, LLC United States 805-4151242022 Other Private Fund FIXED INCOME, FUND OF FUNDS 16,585,995 100,000 Fund of Funds
WMS SUSQUEHANNA FUND, LLC - TRANCHE 1 United States 805-5790451711 Other Private Fund FIXED INCOME 14,220,019 50,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 1 United States 805-8645269055 Other Private Fund FIXED INCOME 2,930,874 150,000
WMS REAL ESTATE OPPORTUNITY FUND, LLC United States 805-9823451861 Real Estate Fund 6,187,724 250,000 Fund of Funds
WMS WASHINGTON FUND, LLC United States 805-4600185749 Other Private Fund SBA INVESTMENTS 2,921,877 75,000
WMS INCOME OPPORTUNITY FUND, LLC United States 805-6475191838 Other Private Fund FIXED INCOME 28,422,471 100,000 Fund of Funds
WMS SUSQUEHANNA FUND, LLC - TRANCHE 3 United States 805-1899526868 Other Private Fund FIXED INCOME 18,615,438 50,000
WMS SUSQUEHANNA FUND, LLC - TRANCHE 2 United States 805-9467486640 Other Private Fund FIXED INCOME 10,088,276 50,000
WMS FAIRMOUNT FUND, LLC - LONG TERM TRANCHE United States 805-9452849152 Other Private Fund FIXED INCOME 6,428,840 70,000
WMS FAIRMOUNT FUND, LLC - TRANCHE 3 United States 805-2954652592 Other Private Fund FIXED INCOME 43,850,434 70,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 7 United States 805-5425135424 Other Private Fund FIXED INCOME 152,651 150,000

WMS PARTNERS, LLC

ownership team - last updated 2017-09-29
Name Title Start Date Direct/Indirect % Ownership
BERITELA, SAM, A CHIEF FINANCIAL OFFICER 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2017-04-01
KESSENICH, PACE, ROY PRESIDENT 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PRESIDENT direct 2017-01-01
LOPEZ, BRYAN, MICHAEL CHIEF FINANCIAL OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC CHIEF OPERATIONS OFFICER direct 2013-10-01
WMS PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2016-02-01
CHASE, TIMOTHY, WILLIAM CHIEF COMPLIANCE OFFICER/MANAGING PARTNER 10/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 1992-07-01
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER/MANAGING PARTNER direct 2004-10-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER direct 1992-07-01 2005-04-12
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01 2009-11-13
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 1992-07-01 2013-11-18
CITRON, DAVID, MARK PARTNER 04/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 2002-04-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 2002-04-01
EBY, MARTIN, JOSEPH PARTNER 05/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 1994-05-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 1994-05-01 2013-11-18
CHASE, TIMOTHY, WILLIAM PARTNER 07/01/1992 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WMS PARTNERS, LLC PARTNER direct 1992-07-01
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER/MANAGING PARTNER direct 2004-10-01
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER direct 1992-07-01 2005-04-12
WMS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01 2009-11-13
WEALTH MANAGEMENT SERVICES LLC PRINCIPAL direct 1992-07-01 2013-11-18

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WMS PRIVATE INCOME FUND I, LLC United States 805-7560862230 Private Equity Fund 8,816,049 250,000 Fund of Funds
WMS CHESTNUT FUND, LLC - PORTFOLIO 2 United States 805-6304250366 Other Private Fund FIXED INCOME 23,534,879 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 3 United States 805-3705376563 Other Private Fund FIXED INCOME 9,139,528 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 5 United States 805-9357439391 Other Private Fund FIXED INCOME 1,568,986 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 6 United States 805-8554613961 Other Private Fund FIXED INCOME 708,162 150,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 4 United States 805-9073154749 Other Private Fund FIXED INCOME 3,640,393 150,000
WMS INCOME OPPORTUNITY FUND A, LLC United States 805-5028237516 Other Private Fund FIXED INCOME, FUND OF FUNDS 16,975,687 100,000 Fund of Funds
WMS FAIRMOUNT FUND, LLC - SHORT TERM TRANCHE United States 805-9825209995 Other Private Fund FIXED INCOME 2,388,173 70,000
WMS INCOME OPPORTUNITY FUND B, LLC United States 805-4151242022 Other Private Fund FIXED INCOME, FUND OF FUNDS 16,508,692 100,000 Fund of Funds
WMS SUSQUEHANNA FUND, LLC - TRANCHE 1 United States 805-5790451711 Other Private Fund FIXED INCOME 15,952,555 50,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 1 United States 805-8645269055 Other Private Fund FIXED INCOME 3,107,254 150,000
WMS VENTURE PARTNERS, LLC United States 805-8102173986 Private Equity Fund 145,063 60,000 Fund of Funds
WMS REAL ESTATE OPPORTUNITY FUND, LLC United States 805-9823451861 Real Estate Fund 7,077,171 250,000 Fund of Funds
WMS WASHINGTON FUND, LLC United States 805-4600185749 Other Private Fund SBA INVESTMENTS 3,474,717 75,000
WMS INCOME OPPORTUNITY FUND, LLC United States 805-6475191838 Other Private Fund FIXED INCOME 26,837,755 100,000 Fund of Funds
WMS SUSQUEHANNA FUND, LLC - TRANCHE 3 United States 805-1899526868 Other Private Fund FIXED INCOME 19,644,225 50,000
WMS SUSQUEHANNA FUND, LLC - TRANCHE 2 United States 805-9467486640 Other Private Fund FIXED INCOME 10,583,617 50,000
WMS FAIRMOUNT FUND, LLC - LONG TERM TRANCHE United States 805-9452849152 Other Private Fund FIXED INCOME 5,900,020 70,000
WMS FAIRMOUNT FUND, LLC - TRANCHE 3 United States 805-2954652592 Other Private Fund FIXED INCOME 43,545,473 70,000
WMS CHESTNUT FUND, LLC - PORTFOLIO 7 United States 805-5425135424 Other Private Fund FIXED INCOME 150,473 150,000

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