Partners Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 112585
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI92.35%
- Individuals7.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Partners Capital Management, Inc. is an independent registered investment advisor that focuses on providing financial planning and portfolio management services. The firm primarily caters to individuals and families, offering tailored investment strategies that align with their clients' financial goals. As a capital allocator, Partners Capital Management seeks to optimize investment outcomes through a diverse range of asset classes and investment vehicles. The firm does not actively engage in ESG investing and operates without affiliations to other advisory firms.
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 Funds92%
- Cash & Cash Equivalents4%
- Other4%
Contacts
2 of 2
Stephen Moore
OwnerCRD 339310
Ellen Powers
OwnerCRD 1472465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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