FENWAY PARTNERS, LLC

WESTERLY, Rhode Island·1 registered advisor·CRD# 160630
SEC# 801-1284650212-698-9400
01

Firm Overview

AUM
$414M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
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

1 registered advisor
William Gregory Smart
WESTERLY, Rhode Island
05

Office Locations

WESTERLY, Rhode Island
1 advisor

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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.