WI Partners, LLC

RIAState Registered
Total AUM
$16.8M
Discretionary
$16.8M
100% of AUM
Avg account
$16.8M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Boston, Massachusetts
CRD number
269830
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

WI Partners, LLC is a Massachusetts-based limited liability company organized as a hedge fund manager that provides portfolio management for pooled investment vehicles. The firm serves an institutional client base and operates on a fee model that combines a percentage-of-assets-under-management charge with performance-based fees. It is structured with an individual owner and carries the business role of adviser, sponsor and managing member or general partner for pooled vehicles. The firm does not position itself as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Chapman

    Chief Compliance OfficerCRD 2471769

Contacts

1 of 1
  • Brian Worley

    Managing PartnerCRD 2778506

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth