CAPITAL PRESERVATION PARTNERS, INC.

Overview

Capital Preservation Partners, Inc. is an independent, owner-operated registered investment adviser formed in 2009 that serves individual and family clients. The firm combines traditional financial planning and portfolio management with advisory services such as pension consulting, and runs a fee model that includes percentage-of-AUM billing and hourly charges. Its business footprint includes capabilities in accounting, real estate brokerage and law, which the firm leverages to underwrite and execute investments—particularly in real estate-related strategies. Investment activity shows a clear tilt toward equities, but not in the usual public-market sense. A substantial portion of client capital sits in non-exchange traded equity instruments and real estate-related structures. Public mutual funds are used for core diversification and liquidity management, while privately held or non-listed positions and real estate vehicles are the central drivers of the firm’s asset mix. That mix points to a client mandate focused on capital preservation with income and alternative exposure layered in.

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Location & Offices