FENWAY PARTNERS, LLC

WESTERLY, Rhode Island·5 registered advisors·CRD# 160630
SEC# 801-1284650212-698-9400
01

Firm Overview

AUM
$414M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER
03

Specialties

Retirement Planning
04

Advisors at FENWAY PARTNERS, LLC

5 registered advisors
Peter David Lamm
WESTERLY, Rhode Island
Richard Conrad Dresdale
NEW YORK, New York
Timothy Peter Mayhew
NEW YORK, New York
Walter John Wiacek
WESTERLY, Rhode Island
William Gregory Smart
WESTERLY, Rhode Island
05

Office Locations

WESTERLY, Rhode Island
3 advisors
NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. FENWAY PARTNERS, LLC (CRD# 160630) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.