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WI PARTNERS, LLC
CRD 269830
1 INTERNATIONAL PLACE, 8TH FLOOR, BOSTON, MA, 02110, United States
Phone
617-310-4810
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.4M
Discretionary AUM
$17.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2024-10-03
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $17.4M |
All web addresses on file
Official SEC filing: View on IAPD