WI Partners, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 269830
- Website
- wiptnrs.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
WI Partners, LLC is organized as a limited liability company and operates as a hedge fund adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and acts as an adviser and sponsor/GP/managing member of those vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. WI Partners is owned by an individual and is not structured as a capital allocator. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Michael Chapman
Chief Compliance OfficerCRD 2471769
Contacts
1 of 1Brian Worley
Managing PartnerCRD 2778506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, 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
- Suffolk
- Address
- 1 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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