Worldly Partners Management, LLC

RIASEC Registered
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 formed in 2020 that serves as the investment manager to an affiliated private pooled vehicle, Worldly Partners, LP. The firm is registered with the SEC (registration year 2023) and is organized as a hedge fund manager that focuses on portfolio management for pooled investment vehicles. Its client base is institutional in nature and its fee arrangements include both fixed fees and performance-based fees. The firm is not positioned as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant. Regulatory and organizational filings indicate it acts as sponsor/GP or managing member for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Scollins

    Edward Scollins

    CFOCRD 6047942

Contacts

1 of 1
  • Arvind Navaratnam

    Arvind Navaratnam

    Founder & Portfolio ManagerCRD 7271935

Wealth teams

FINTRX

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