WORLDLY PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$227M
Discretionary
$227M
100% of AUM
Avg account
$227M
Accounts
1
Employees
5
Advisory reps
2

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

FINTRX

Overview

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

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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

Contacts

2 of 2
  • ARVIND NAVARATNAM

    Founder & Portfolio ManagerCRD 7271935

  • MICHELLE GARDNER

    Operations and ComplianceCRD 8218052

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth