Partners Capital, LLC

RIASEC Registered
Total AUM
$40.3M
Discretionary
$10.4M
26% of AUM
Avg account
$960K
Accounts
42
Employees
7
Advisory reps
8

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 individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals/small businesses and for pooled investment vehicles. Its fee arrangements include asset-based fees, hourly billing, and the potential for performance-based compensation. Partners Capital is active as a sponsor/GP/managing member of pooled investment vehicles, indicating it both advises external strategies and directly participates in private fund governance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Private Funds 24%, Exchange Traded Equities 22%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%50%
  • Public Funds/Mutual Funds50%
  • Private Funds24%
  • Exchange Traded Equities22%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%

Contacts

3 of 8
  • Charles Williams

    Charles Williams

    Investment Adviser RepresentativeCRD 6453115

  • Kenneth Gamble

    Investment Adviser RepresentativeCRD 2753754

  • Manuel Parra

    Manuel Parra

    Investment Adviser RepresentativeCRD 7822825

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Franklin, TN

Williamson

Location

Franklin, TN

Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
3401 Mallory Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth