Data / Investment advisers / Massachusetts / Worldly Partners Management, LLC
Worldly Partners Management, LLC, Needham, MA: $227 million AUM, SEC registered investment adviser
Worldly Partners Management, LLC is an SEC registered investment adviser with its main office in Needham, Massachusetts and reports $227 million in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 309792
- SEC file number
- 801-128205
- SEC status
- Approved, effective June 21, 2023
- Main office
- 117 Kendrick Street Suite 300, Needham, MA 02494
- Phone
- (917) 818-0035
- Regulatory AUM
- $226,780,837 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $226,780,837
- Accounts
- 1
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $226,780,837
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $226.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $226.8 million | April 9, 2026 |
| April 1, 2026 | $214 million | March 30, 2026 |
| December 1, 2025 | $277.6 million | November 20, 2025 |
Other advisers in Needham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Armstrong Advisory Group Inc. | Needham | $1.67 billion | Not listed | adviserinfo.sec.gov |
| Centerpoint Advisors, LLC | Needham | $731.9 million | Not listed | adviserinfo.sec.gov |
| Goodman Advisory Group, LLC | Needham | $415.5 million | Not listed | adviserinfo.sec.gov |
| Darrow Wealth Management | Needham | $392.4 million | Not listed | adviserinfo.sec.gov |
| Commons Capital, LLC | Needham | $307.4 million | Not listed | adviserinfo.sec.gov |
| Traub Capital Management | Needham | $210.8 million | Not listed | adviserinfo.sec.gov |
| Forness Financial LLC | Needham | $202.8 million | Not listed | adviserinfo.sec.gov |
| The Sher Wealth Management Group | Needham | $145.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Needham, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Worldly Partners Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.