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| Keyboard |
| Partners Capital Services Inc
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|---|---|
| CRD # | 127621 |
| SEC # | 801-79450 |
| CIK # | |
| AUM | 109.1 M (2026-02-27) |
| Employees | 18 (67% Investors, 100% Brokers) |
| Phone | 631-851-0918 |
| Address | 205 Oser Ave Hauppauge, NY 11788 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 15.8 |
| (b) Individuals (high net worth individuals) | 118 | 49.0 |
| (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 | 4 | 2.4 |
| (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 | 5 | 20.3 |
| (n) Other | 19 | 21.6 |
| Total | 238 | 109.1 |
| By Discretionary | ||
| Discretionary | 27 | 26.0 |
| Non-Discretionary | 211 | 83.1 |
| Total | 238 | 109.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.1 | |
| Total | 238 | 109.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Afton Advisors LLC
✚
|
109.3 M | |
|
Ingram Advisory Services LLC
✚
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FL | 109.3 M |
|
Garden State Retirement Specialists LLC
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NJ | 109.3 M |
|
Five Seasons Financial Planning LLC
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UT | 109.3 M |
|
Fairlight Advisors LLC
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CA | 109.3 M |
|
Aspire Advisors LLC
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|
NY | 109.2 M |
|
A Better Way Financial LLC
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|
PA | 109.0 M |
|
Pavlic Investment Advisors Inc
✚
|
WI | 108.8 M |
|
Blue Granite Capital LLC
✚
|
SC | 108.8 M |
|
HFG Colorado Inc
✚
|
CO | 108.8 M |