AdFi
FP

Fenway Partners, LLC

SEC Registered

Supporting Businesses To Achieve Their Potential

Westerly, RIhttps://fenwaypartners.com212-698-9400
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
3

About the firm

Fenway Partners is a middle market private equity investment firm focused on United States based businesses with strong market franchises, a history of profitable operations but perform at less than their potential. Fenway has a consistent history of partnering with management teams to leverage financial and human resources, unlocking value and achieving very successful investment outcomes for management and for investors.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Middle-market Private EquityBuyoutsUS-based BusinessesManagement PartnershipsValue Creation

Services

Middle market private equity investments and buyouts in businesses with revenue between $50-$500 Million, with private equity investment size ranging from $15-$50 Million, partnering with management teams to leverage financial and human resources

Private funds / alternatives
Private Equity

Who they serve

Management teams of United States based businesses with revenue between $50-$500 Million

Client segmentClientsAssets managed
Pension/Profit Sharing Plans3$307M

Leadership

Peter Lamm
MANAGING DIRECTOR OF FENWAY PARTNERS, LLC
William Gregory Smart
MANAGING DIRECTOR OF FENWAY PARTNERS, LLC
Richard Dresdale
MANAGING DIRECTOR OF FENWAY PARTNERS, LLC
Peter Lamm
MANAGING DIRECTOR OF FENWAY HTM SPONSORCO, LLC
William Gregory Smart
MANAGING DIRECTOR OF FENWAY HTM SPONSORCO, LLC
Richard Dresdale
MANAGING DIRECTOR OF FENWAY HTM SPONSORCO, LLC

Office locations

1 office in 1 state
RI
WesterlyHQ

Regulatory & compliance

CRD number
#160630
SEC Number
801-128465
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fenway Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Fenway Partners, LLC in Westerly, RI | AdvisorFinder