PARTNERS CAPITAL SERVICES, INC.

Overview

Partners Capital Services, Inc. is a corporation registered with the SEC since 2014 that operates as an investment bank and capital allocator serving both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses alongside the selection of third‑party advisers. Its stated preference is equities, and its activity centers on constructing liquid public equity exposures while sourcing external managers for alternative allocations. The firm’s business model blends direct management of client accounts with manager selection and oversight. That dual approach supports use cases where Partners Capital Services, Inc. retains discretionary control over some portfolios while steering clients to specialist managers or funds for less liquid or niche strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices