Partners Capital, LLC

RIASEC Registered

Total AUM

$40.3M

Discretionary

$10.4M

26% of AUM

Avg account

$960K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Franklin, Tennessee
CRD number: 328074
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI54.69%
Pooled Investment Vehicles25.9%
Individuals19.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Partners Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual & family clients and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements include a percentage of assets under management, hourly fees, and performance-based compensation. The firm is not identified as an active ESG investor. Partners Capital also functions on the sponsor/GP side of pooled vehicles, acting as a managing member for at least one advisory fund structure. The snapshot classifies the firm as not being a capital allocator and flags it as not a multi-state adviser on its regulatory summary.