WI PARTNERS, LLC

WI PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 269830). Regulatory assets under management: $17.4M.

Registration

• CRD: 269830
• Type: Registered investment adviser
• Location: 1 INTERNATIONAL PLACE, BOSTON, MA, 02110
• Phone: 617-310-4810
• Latest filing: 2024-10-03
• Regulatory AUM: $17.4M
• Discretionary AUM: $17.4M
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269830 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search