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Home > Retirement Planners > rhode island > westerly > FENWAY PARTNERS, LLC
FENWAY PARTNERS, LLC
108 Airport Road - Suite 103
Westerly, Rhode Island 02891
Tel: 212-698-9400
About FENWAY PARTNERS, LLC
FENWAY PARTNERS, LLC, formally registered with the SEC as FENWAY PARTNERS, LLC. The firm was established in 08/01/2023. They have over 1 offices throughout the country.
FENWAY PARTNERS, LLC is a Westerly, Rhode Island based Financial Planning firm with nearly $414,000,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160630 |
| SEC# | 801-128465 |
| Assets Managed by Firm | $414,000,000 |
| No. of Clients | 3 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $414,000,000 |
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