WI PARTNERS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 269830
- 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 operates as a limited liability company and is classified as a hedge fund. The firm focuses primarily on portfolio management for pooled investment vehicles, catering to an institutional client base. Its fee structure includes a percentage of assets under management along with performance-based fees. Wi Partners does not engage in capital allocation and is not an active ESG investor. The firm is not a multi-state adviser and does not have affiliations with pension consultants or related advisers.
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
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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