Partners Capital, LLC

Overview

Partners Capital, LLC is an independent RIA operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as institutional investors, providing financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee arrangements include asset-based fees, hourly charges, and performance-based fees. The firm is not identified as an active ESG investor. Beyond advisory duties, Partners Capital also functions on the sponsor/GP side of pooled vehicles and acts as a managing member for funds it organizes, indicating it both advises client portfolios and operates at least one privately offered investment vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices