Overview
Assets Under Management: $92 million
Headquarters: HAMILTON, MA
High-Net-Worth Clients: 160
Average Client Assets: $0.6 million
Frequently Asked Questions
FAMILY PARTNERS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304176), FAMILY PARTNERS CAPITAL, LLC is subject to fiduciary duty under federal law.
FAMILY PARTNERS CAPITAL, LLC is headquartered in HAMILTON, MA.
FAMILY PARTNERS CAPITAL, LLC serves 160 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, FAMILY PARTNERS CAPITAL, LLC offers portfolio management for individuals. View all service details ↓
FAMILY PARTNERS CAPITAL, LLC manages $92 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, FAMILY PARTNERS CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.67%
Average Client Assets: $0.6 million
Total Client Accounts: 196
Discretionary Accounts: 196
Regulatory Filings
CRD Number: 304176
Filing ID: 2068789
Last Filing Date: 2026-03-09 21:15:37