Family Partners Capital LLC

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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
Phone978-712-2990
Address587R Bay Road
Hamilton, MA 01936
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1108866442202010201520212027
Fees and Compensation — Form ADV Part 2A (3/9/2026) [Brochure]
Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

        Total Assets Under Management           Annual Fees
        All Assets                              1.50%

FPC uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for purposes of determining the market
value of the assets upon which the advisory fee is based.

The final fee schedule will be memorialized in the client’s advisory agreement. Clients
may terminate the agreement without penalty for a full refund of FPC's fees within five
business days of signing the Investment Advisory Contract. Thereafter, clients may
terminate the Investment Advisory Contract generally with 30 days' written notice.
Sub adviser Services Fees

       FPC may also act as a sub adviser to unaffiliated third-party advisers and FPC would
       receive a share of the fees collected from the third-party adviser’s client, or in some cases,
       FPC will deduct fees from sub-advised clients directly, separate and in addition to the
       main advisor. The fees charged are negotiable and will not exceed any limit imposed by
       any regulatory agency. This relationship will be memorialized in each contract between
       FPC and the third-party adviser.

       B. Payment of Fees

       For individual accounts not sub-advised through a main advisor, asset-based fees are
       withdrawn directly from the client's accounts with client's written authorization on a
       monthly basis in arrears based on the value of the account on the last business day of the
       previous billing period. For fees deducted directly from client accounts, FPC will possess
       written authorization from the client to deduct advisory fees from an account held by the
       custodian, and the custodian will send a statement on at least a quarterly basis
       enumerating the fee deducted for FPC’s advisory services.

       C. Client Responsibility For Third Party Fees

       Clients are responsible for the payment of all third-party fees (i.e. custodian fees,
       brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
       distinct from the fees and expenses charged by FPC. Please see Item 12 of this brochure
       regarding broker-dealer/custodian.

       D. Prepayment of Fees

       FPC collects its fees in arrears. It does not collect fees in advance.

       E. Outside Compensation For the Sale of Securities to Clients

       Neither FPC nor its supervised persons accept any compensation for the sale of
       investment products, including asset-based sales charges or service fees from the sale of
       mutual funds.
Account Minimums and Types of Clients — Form ADV Part 2A (3/9/2026) [Brochure]
Item 7: Types of Clients

FPC generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Endowments and Foundations

There is no account minimum for any of FPC’s services.
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
ServesRetail
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