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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