Partners Capital, LLC
Firm details
- Headquarters
- Franklin, Tennessee
- CRD number
- 328074
- Website
- www.partnerscapital.llc
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Private Funds24%
- Exchange Traded Equities22%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Contacts
3 of 8
Charles Williams
Investment Adviser RepresentativeCRD 6453115
Kenneth Gamble
Investment Adviser RepresentativeCRD 2753754
Manuel Parra
Investment Adviser RepresentativeCRD 7822825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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