SourcingSourcing

WORLDLY PARTNERS MANAGEMENT, LLC

B57
CRD 309792·SEC 801-128205·NEEDHAM, MA
AUM
$226.8M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$680K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WORLDLY PARTNERS MANAGEMENT, LLC
CRD
309792
SEC file #
801-128205
EIN
000000000
DBA names
—

Economics

AUM
$226.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$277.6M → $226.8M▼ -18%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
8 advisors → 4 advisors▼ -50%
Primary office
NEEDHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed feesPerformance-based fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
linkedin.com/company/worldly-partners/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NAVARATNAM, ARVIND
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NAVARATNAM, ARVIND
GARDNER, MICHELLE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:worldly.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001904574
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001904574-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers3
Jpmorgan2
Edgar Addresses
Mailing
117 KENDRICK STREETSUITE 300NEEDHAM, MA 02494
Business
117 KENDRICK STREETSUITE 300NEEDHAM, MA 02494
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-12 · 0001904574-26-000002
13F-HR2026-02-13 · 0001904574-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7271935
Trust Company Affiliate
No

People (2)

2
NAVARATNAM, ARVIND
Direct Owner · 87.5%
7271935
GARDNER, MICHELLE, MARIE
Executive Officer · 2.5%
8218052