# WI Partners, LLC

> WI Partners, LLC is a state-registered investment advisory firm in Boston, MA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 269830
- Filed as: WI PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/269830
- AdvisorCensus page: https://advisorcensus.com/firm/wi-partners-llc-boston-ma-269830

## Quick answers

**How is WI Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WI Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is WI Partners, LLC located?**
WI Partners, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is WI Partners, LLC registered with the SEC or a state?**
WI Partners, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 269830.

**How much does WI Partners, LLC manage?**
WI Partners, LLC reports $16,800,000 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does WI Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does WI Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/269830

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $16,800,000
- Discretionary: $16,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $16,800,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wiptnrs.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WI Partners, LLC (CRD 269830): Form ADV filing data as of October 2026.