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| Capital Preservation Partners Inc
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|---|---|
| CRD # | 126340 |
| SEC # | 801-69807 |
| CIK # | |
| AUM | 222.4 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 914-337-2272 |
| Address | 55 Pondfield Road Bronxville, NY 10708-3703 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 76.5 |
| (b) Individuals (high net worth individuals) | 61 | 145.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 676 | 222.4 |
| By Discretionary | ||
| Discretionary | 673 | 218.3 |
| Non-Discretionary | 3 | 4.0 |
| Total | 676 | 222.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.4 | |
| Total | 676 | 222.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 222.6 M |
|
Innealta Capital LLC
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|
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|
Kerusso Capital Management LLC
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|
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Maclean Capital Advisors LLC
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|
Ring Mountain Capital LLC
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|
Mangan Wealth Management Inc
✚
|
WA | 222.0 M |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 222.0 M |