WI Partners, LLC

RIASEC Registered
Total AUM
$17.4M
Discretionary
$17.4M
100% of AUM
Avg account
$8.7M
Accounts
2
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 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

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