Fenway Partners, LLC

RIASEC RegisteredEst. 2023
Total AUM
$307M
Discretionary
$307M
100% of AUM
Avg account
$102M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Westerly, Rhode Island
CRD number
160630
Registered since
August 1, 2023
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fenway Partners, LLC is a privately organized investment adviser operating as a private equity fund manager. The firm is structured as a limited liability company and became SEC-registered in 2023. It is owned by an individual and focuses on serving institutional clients through pooled investment vehicles; its stated advisory activity is portfolio management for those pooled vehicles. Fenway is not positioned as a capital allocator—rather it sponsors and manages its own private equity vehicles and acts as general partner/managing member of those pools. Fee arrangements include a percentage-of-AUM component along with other fee terms. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Walter Wiacek

    Walter Wiacek

    VP, Chief Financial OfficerCRD 6025692

Contacts

1 of 1
  • Peter Lamm

    Peter Lamm

    Co-Founder and Managing PartnerCRD 6025678

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Westerly, RI

Washington

Location

Westerly, RI

Headquartered in Westerly, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Washington
Address
108 Airport Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth