Partners Capital, LLC

Overview

Partners Capital, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. The firm also sponsors and manages pooled vehicles, acting in roles such as general partner and managing member for private funds it operates. Fee arrangements include a percentage-of-assets model alongside hourly billing and performance-based fees, reflecting a mix of traditional wealth management billing and incentive structures tied to fund performance. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices