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-organized limited liability company that operates as an adviser to a private pooled investment vehicle. The firm is structured as a hedge fund manager focused on institutional clients and charges a combination of fixed fees and performance-based compensation consistent with that model. Its registered SEC adviser status dates from 2023, and the firm states its investment activity is conducted primarily on behalf of an affiliated private fund, Worldly Partners, LP. Worldly Partners Management also acts in sponsor/GP roles for pooled vehicles.
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 2
Arvind 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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