Fenway Partners provides portfolio management for pooled vehicles. The firm advises 2 private funds.
Fenway Partners reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($307M across 3 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $307M | 100.0% | $102M |
| Total | 3 | $307M | 100% | $102M |
- Clients
- 3
- Regulatory AUM
- $307M
- AUM share
- 100.0%
- Avg. per client
- $102M
Total
- Clients
- 3
- Regulatory AUM
- $307M
- AUM share
- 100%
- Avg. per client
- $102M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Fenway Partners is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Peter Lamm owns 75% or more of Fenway Partners. The leadership team of Fenway Partners includes President Walter Wiacek. It has 3 employees, 2 of them in advisory roles.
Leadership
- Walter WiacekVice President, Chief Financial Officer, Chief Compliance Officer
- Peter LammManaging Director, Member
Staff
- 3 employees
- 2 in advisory functions
- Owns 75% or more of Fenway Partners, LLC
Peter Lamm
Control person · since January 2008
Fenway Partners’ regulatory assets grew from $219M (June 2023) to $307M (March 2026); clients were 3 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $307M | 3 | 3 | 1 |
| March 2025 | $220M | 3 | 3 | 1 |
| March 2024 | $414M | 3 | 3 | 1 |
| June 2023 | $219M | 3 | 3 | 1 |
Besides its headquarters, Fenway Partners has 0 offices, with 1 listed address in Rhode Island.
Rhode Island · 1 listed address
- 108 Airport Road - Suite 103, WesterlyHQ
Contact and registration details
- Legal name
- Fenway Partners, LLC
- Headquarters
- 108 Airport Road - Suite 103, Westerly, RI 02891
- Website
- fenwaypartners.com
- Phone
- 212-698-9400
- SEC file
- 801-128465
- Structure
- Delaware LLC
- Fiscal year end
- December
Fenway Partners has custody of client assets.
How many clients does Fenway Partners have?
Fenway Partners has 3 clients and manages $307 million for them, as of March 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Fenway Partners offer?
Fenway Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Fenway Partners have?
Fenway Partners has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Fenway Partners?
Fenway Partners’ direct owner is Peter Lamm (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Fenway Partners get paid?
Fenway Partners is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Fenway Partners registered with the SEC?
Yes, Fenway Partners has been registered with the SEC as an investment adviser since 1 August 2023. Its CRD number is 160630 and its SEC file number is 801-128465.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Fenway Partners?
Fenway Partners’ main office is at 108 Airport Road - Suite 103, Westerly, RI 02891. Its phone number is 212-698-9400. Its website is fenwaypartners.com.