Overview
Assets Under Management: $94 million
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 116
Average Client Assets: $0.6 million
Frequently Asked Questions
PARTNERS CAPITAL SERVICES, INC. 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 #127621), PARTNERS CAPITAL SERVICES, INC. is subject to fiduciary duty under federal law.
PARTNERS CAPITAL SERVICES, INC. is headquartered in HAUPPAUGE, NY.
PARTNERS CAPITAL SERVICES, INC. serves 116 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, PARTNERS CAPITAL SERVICES, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
PARTNERS CAPITAL SERVICES, INC. manages $94 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, PARTNERS CAPITAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.48%
Average Client Assets: $0.6 million
Total Client Accounts: 215
Discretionary Accounts: 20
Non-Discretionary Accounts: 195
Regulatory Filings
CRD Number: 127621
Filing ID: 1956158
Last Filing Date: 2025-03-12 11:22:00