|
⚲
|
| Keyboard |
| Family Partners Capital LLC
✚
|
|
|---|---|
| CRD # | 304176 |
| SEC # | 801-134442 |
| CIK # | |
| AUM | 92.3 M (2026-03-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-712-2990 |
| Address | 587R Bay Road Hamilton, MA 01936 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 160 | 90.1 |
| (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 | 2 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 92.3 |
| By Discretionary | ||
| Discretionary | 196 | 92.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 196 | 92.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.3 | |
| Total | 196 | 92.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sebetic Advisors LLC
✚
|
94.4 M | |
|
Bayridge Financial Group Inc
✚
|
NY | 94.2 M |
|
Walnut Investment Services LLC
✚
|
NY | 94.0 M |
|
Voss Wealth Management LLC
✚
|
NY | 93.9 M |
|
Tweddell Goldberg LLC
✚
|
93.6 M | |
|
Thinking Big Financial Inc
✚
|
NY | 93.0 M |
|
Peak Financial Planning LLC
✚
|
CA | 93.0 M |
|
Pruneyard Financial Group Inc
✚
|
CA | 90.9 M |
|
K R Financial LLC
✚
|
90.7 M | |
|
Chacon Diaz & Di Virgilio Wealth Management LLC
✚
|
FL | 90.3 M |