FAMILY PARTNERS CAPITAL, LLC

Overview

Family Partners Capital, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and concentrates client relationships around separately managed, equity-focused portfolios. Its filing shows a clear tactical preference for exchange-traded equities as the primary building block for client portfolios, with investment activity geared toward liquid, marketable securities rather than extensive private or illiquid holdings. The client mix includes individual and family investors as well as institutional relationships, and the firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices