Overview
FIRM DESCRIPTION
Worldly Partners Management, LLC (“WPM”), a Delaware limited liability company, was formed in 2020. WPM
currently provides investment management and other services solely with respect to an affiliated private pooled
investment vehicle, Worldly Partners, LP (“the Fund”). WPM has full discretionary authority with respect to the
investment decisions of the Fund. Our investment advisory services are provided in accordance with the investment
objectives and guidelines set forth in the Fund offering and governing documents. The information set forth in this
brochure is qualified in its entirety by each Fund’s offering and governing documents.
WPM is registered as an investment adviser with the SEC under the Investment Advisers Act of 1940, as amended
(the “Advisers Act”). An affiliate, Worldly Partners GP, LLC is the general partner of the Fund (the “General
Partner”). See Item 10: Other Financial Industry Activities and Affiliations. Except as the context otherwise
requires, any references to “WPM” or “our” in this brochure includes WPM and the General Partner.
PRINCIPAL OWNER
The Managing Member of
WPM and control person of the General Partner is Arvind Navaratnam.
TYPES OF ADVISORY SERVICES
WPM serves as investment manager to the Fund and is responsible for investing and re-investing the capital of the
Fund in securities, financial instruments and/or other assets in accordance with the investment objectives, policies and
guidelines set forth in each Fund’s offering and governing documents. See Item 8: Methods of Analysis, Investment
Strategies and Risk of Loss.
INVESTMENT RESTRICTIONS
WPM provides investment advice to the Fund in accordance with the investment objectives, policies and guidelines
set forth in each Fund’s offering and governing documents, and not in accordance with the individual needs or
objectives of any particular investor in the Fund. Investors generally are not permitted to impose restrictions on
investments in certain securities or types of securities or limitations on the management of the Fund.
ASSETS UNDER MANAGEMENT
As of December 31, 2023, WPM had approximately $275 million in regulatory assets under management. All of these
assets are managed on a discretionary basis.