WI Partners, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 269830
- Website
- wiptnrs.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
WI Partners, LLC is a Massachusetts-based limited liability company organized as a hedge fund manager that provides portfolio management for pooled investment vehicles. The firm serves an institutional client base and operates on a fee model that combines a percentage-of-assets-under-management charge with performance-based fees. It is structured with an individual owner and carries the business role of adviser, sponsor and managing member or general partner for pooled vehicles. The firm does not position itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
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
Owners & executives
1 of 1Michael Chapman
Chief Compliance OfficerCRD 2471769
Contacts
1 of 1Brian Worley
Managing PartnerCRD 2778506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 1 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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