WORLDLY PARTNERS MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 05/08/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 9
Registration SEC, Approved, 6/21/2023
Other registrations (4)
Former registrations

WORLDLY PARTNERS MANAGEMENT, LLC

AUM* 275,299,829
of that, discretionary 275,299,829
Private Fund GAV* 275,299,829 5.66%
Avg Account Size 137,649,915
SMA’s No
Private Funds 1
Contact Info 917 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$275,299,829

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Brochure Summary

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.