RIA Intel›Advisers›California›PARTNER ADVISORY SERVICES, L.P.

PARTNER ADVISORY SERVICES, L.P.

Advisory

SAN FRANCISCO, CA

Data as of Jul 5, 2011 · Source: SEC Form ADV

Total AUM
$165M
1-Year AUM Growth
-33.7%
3-Year CAGR
+1.0%
Employees
0
Assets Under Management
Total AUM$165M
Discretionary AUM$165M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingMar 20, 2008
Latest FilingJul 5, 2011
🔒 Full AUM trend chart and 9 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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