# 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.

- CRD: 309792
- Filed as: WORLDLY PARTNERS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309792
- AdvisorCensus page: https://advisorcensus.com/firm/worldly-partners-management-llc-needham-ma-309792

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 9, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $226,780,837
- Discretionary: $226,780,837
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $226,780,837 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 4 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)
- worldlypartners.com
- LinkedIn @worldly-partners
- X @WPLP_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | May 2, 2022 |
| October 2023 | $260,564,263 | 7 | June 23, 2023 |
| October 2024 | $275,299,829 | 9 | May 8, 2024 |
| October 2025 | $277,630,122 | 10 | March 28, 2025 |
| October 2026 | $226,780,837 | 5 | September 21, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worldly Partners Management, LLC (CRD 309792): Form ADV filing data as of October 2026.