CAP Partners, LLC

Overview

CAP Partners, LLC is an independent, SEC-registered RIA serving individual and family clients with discretionary portfolio management and financial planning. The firm, organized as an LLC and registered in 2021, advertises portfolio management for individuals and small businesses as well as for businesses or institutions. Its pricing mixes a percentage-of-AUM fee with hourly billing and other charge structures. CAP Partners does not identify as an active ESG investor, is not positioned as a pension consultant or multi-state adviser, and does not list itself as a capital allocator. The client base is concentrated on individuals and families rather than institutional mandates. The investment approach, based on available holdings and asset-class breakdowns, leans toward publicly traded instruments—particularly pooled vehicles—rather than direct alternative strategies or private fund commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives