{"url":"https://nivawealth.com/firms/fenway-partners-160630","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160630","regulatoryAum":306800000,"crd":"160630","history":[{"filedOn":"2023-06-29","regulatoryAum":219000000,"clients":3,"employees":3,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":414000000,"clients":3,"employees":3,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":220000000,"clients":3,"employees":3,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":306800000,"clients":3,"employees":3,"offices":1}],"secFileNumber":"801-128465","legalName":"Fenway Partners, LLC","displayName":"Fenway Partners","slug":"fenway-partners-160630","website":"https://fenwaypartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/160630/3212ca757e591d21-r1.webp","tone":"light","width":267,"height":200,"sourceUrl":"https://fenwaypartners.com/","sourceLabel":"Fenway Partners, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"108 Airport Road - Suite 103","city":"Westerly","state":"RI","stateName":"Rhode Island","country":"United States","postalCode":"02891"},"tradeNames":[],"registration":{"secApproved":"1 August 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":306800000,"discretionary":306800000,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":306800000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Fenway Partners has custody of client assets.","leadership":[{"name":"Walter Wiacek","title":"Vice President, Chief Financial Officer, Chief Compliance Officer","crd":"6025692"},{"name":"Peter Lamm","title":"Managing Director, Member","crd":"6025678"}],"ownership":[{"label":"Peter Lamm","detail":"Managing director, member in the 75% or more ownership band and a control person, since January 2008."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Rhode Island","offices":1,"addresses":[{"street":"108 Airport Road - Suite 103","city":"Westerly","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-698-9400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160630/PDF/160630.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fenway Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fenway Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Fenway Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fenway Partners?","answer":"Fenway Partners’ direct owner is Peter Lamm (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fenway Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Fenway Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Fenway Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}