FENWAY PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$307M
Discretionary
$307M
100% of AUM
Avg account
$102M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
WESTERLY, Rhode Island
CRD number
160630
Registered since
August 1, 2023
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fenway Partners, LLC is a privately owned limited liability company that operates as a private equity manager and sponsor. Registered with the SEC in 2023, the firm’s advisory activity centers on portfolio management for pooled investment vehicles and it functions as an adviser, sponsor and managing member of those vehicles. Its client base is institutional, and its compensation is structured around a percentage-of-assets model plus other fee arrangements. The firm’s operating model is centered on running private funds rather than serving as a broad third‑party allocator. Fenway Partners structures and manages pooled private equity vehicles, taking on GP-level responsibilities for sourcing, executing and monitoring private investments on behalf of its limited partners. Fenway does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • WALTER WIACEK

    VP, Chief Financial OfficerCRD 6025692

Contacts

1 of 1
  • PETER LAMM

    Co-Founder and Managing PartnerCRD 6025678

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTERLY, RI

WASHINGTON

Location

WESTERLY, RI

Headquartered in WESTERLY, RI, 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
WASHINGTON
Address
108 Airport Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth