← Tributary

FENWAY PARTNERS, LLC

WESTERLY, RI · CRD 160630 · IAPD ↗ · fenwaypartners.com · 212-698-9400

$306.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — FENWAY PARTNERS, LLC reported RAUM up 39% ($220.0M -> $306.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — FENWAY PARTNERS, LLC reported RAUM down 47% ($414.0M -> $220.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2024 — FENWAY PARTNERS, LLC reported RAUM up 89% ($219.0M -> $414.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.