WORLDLY PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- NEEDHAM, Massachusetts
- CRD number
- 309792
- Registered since
- June 21, 2023
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Worldly Partners Management, LLC is a Delaware limited liability company that provides investment management exclusively to an affiliated private pooled vehicle, Worldly Partners, LP. The firm is organized as a hedge fund manager serving institutional clients and operates under a fee model that includes fixed management fees and performance-based fees. Its advisory activity is focused on portfolio management for pooled investment vehicles, and it also acts as a sponsor/manager of pooled vehicles (GP/managing member roles). The manager is not positioned as a multi-state adviser or pension consultant and does not describe itself as an active ESG investor. Formed in 2020 and SEC-registered in 2023, the firm’s activities are concentrated on a single affiliated fund rather than a broad retail advisory business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2ARVIND NAVARATNAM
Founder & Portfolio ManagerCRD 7271935
MICHELLE GARDNER
Operations and ComplianceCRD 8218052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEEDHAM, MA
NORFOLK
Location
NEEDHAM, MA
Headquartered in NEEDHAM, 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
- NORFOLK
- Address
- 117 Kendrick St
- Time zone
- ET (UTC-5)
- Office locations
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