AdvisorCensus / Financial advisors / Massachusetts / Boston / Worldly Partners Management, LLC
Worldly Partners Management, LLC is an SEC-registered investment advisory firm in Needham, MA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.
Quick answers
From the filingHow is Worldly Partners Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Worldly Partners Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees.
Where is Worldly Partners Management, LLC located?
Worldly Partners Management, LLC's principal office is in Needham, MA, according to its Form ADV.
Is Worldly Partners Management, LLC registered with the SEC or a state?
Worldly Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 309792.
How much does Worldly Partners Management, LLC manage?
Worldly Partners Management, LLC reports $226,780,837 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).
How have Worldly Partners Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Worldly Partners Management, LLC: Regulatory assets under management: $260,564,263 in the October 2023 data and $226,780,837 in the October 2026 data, down 13%. Total employees: 7 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Worldly Partners Management, 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 Worldly Partners Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309792
Does Worldly Partners Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 9, 2026 says: "The minimum initial capital contribution generally required from an investor in the WPM Fund is $1,000,000, although capital contributions of lesser amounts may be accepted at the discretion of the General Partner or WPM."
What changed in Worldly Partners Management, LLC's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum initial capital contribution generally required from an investor in the WPM Fund is $1,000,000, although capital contributions of lesser amounts may be accepted at the discretion of the General Partner or WPM.
As stated in the firm's Form ADV Part 2A brochure dated April 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$226,780,837 as of October 2026, filing dated September 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 5. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $226,780,837 | 5 | September 21, 2026 |
| October 2025 | $277,630,122 | 10 | March 28, 2025 |
| October 2024 | $275,299,829 | 9 | May 8, 2024 |
| October 2023 | $260,564,263 | 7 | June 23, 2023 |
| October 2022 | Not reported | Not reported | May 2, 2022 |
| October 2021 | Not reported | Not reported | March 31, 2021 |
Regulatory assets under management: $260,564,263 in the October 2023 data and $226,780,837 in the October 2026 data, down 13%.
Total employees: 7 in October 2023 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 8 to 4.
- Regulatory assets under management went from $277,630,122 to $213,981,652 (-23%).
- March 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Worldly Partners Management, LLC (CRD 309792): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/worldly-partners-management-llc-needham-ma-309792