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| Capital Preservation Partners Inc
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|
|---|---|
| CRD # | 126340 |
| SEC # | 801-69807 |
| CIK # | |
| AUM | $222.4 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 914-337-2272 |
| Address | 55 Pondfield Road Bronxville, NY 10708-3703 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 76.5 |
| (b) Individuals (high net worth individuals) | 61 | 145.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 676 | 222.4 |
| By Discretionary | ||
| Discretionary | 673 | 218.3 |
| Non-Discretionary | 3 | 4.0 |
| Total | 676 | 222.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.4 | |
| Total | 676 | 222.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milestones Private Investment Advisors LLC
✚
|
NY | 0.2 |
|
Innealta Capital LLC
✚
|
0.2 | |
|
RWM Capital LLC
✚
|
TX | 0.2 |
|
Kerusso Capital Management LLC
✚
|
NC | 0.2 |
|
Sorrento Pacific Financial LLC
✚
|
CA | 0.2 |
|
RWQ Financial Management Services Inc
✚
|
0.2 | |
|
Maclean Capital Advisors LLC
✚
|
CA | 0.2 |
|
Ring Mountain Capital LLC
✚
|
CA | 0.2 |
|
Mangan Wealth Management Inc
✚
|
WA | 0.2 |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 0.2 |