PARTNERS CAPITAL, LLC

Overview

Partners Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional investors. Its fee schedule includes percentage-of-AUM billing alongside hourly charges, and the firm provides financial planning and portfolio management for individuals/small businesses as well as for pooled investment vehicles. Partners Capital reports that it is not an active ESG investor and is not classified as a multi-state adviser on its snapshot, and it does not position itself as a capital allocator or pension consultant. The firm is also identified as a sponsor, general partner, and managing member of pooled investment vehicles, indicating that it both advises and takes managerial roles in certain private funds.

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Public Holdings

Investments & Alternatives

Location & Offices