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WMD Asset Management, LLC
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Overview Share
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Ponte Vedra Beach, Florida
$219.9 million AUM
2 offices

WMD Asset Management, LLC is based in Ponte Vedra Beach, Florida and has $219.9 million in assets under management.

Location
814 A1A North
Suite 101
Ponte Vedra Beach, FL 32082
$219.9 million
AUM
9
Employees
AUM Share
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$219,917,342
Assets under management
7 clients
Number of clients
Average investment size is $31,416,763
33% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 4 $96,546,456 44% $24,136,614
Employees Share
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9
Employees
8
Investment analysts
89% of total employees
AUM per employee Share
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$219,917,342
Assets under management
$24,435,260
AUM per employee
$27,489,668
AUM per investment analyst
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Compensation

WMD Asset Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

WMD Asset Management, LLC provides the following services:

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 156,424
SEC number 801-72409
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 30, 2020

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