RIA Intel›Advisers›Tennessee›PARTNERS CAPITAL, LLC

PARTNERS CAPITAL, LLC

Advisory

FRANKLIN, TN

Data as of Jul 17, 2026 · Source: SEC Form ADV

Rank in TN

#372

of 380 advisers by AUM

Average account

$960K

across 42 accounts

AUM per adviser

$7M

6 advisers

Source: SEC Form ADV. Figures as filed Jul 17, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$40M

Discretionary AUM$10M

Non-Discretionary AUM$30M

Discretionary %25.9%

Total Clients68

Team

Total Employees7

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, FL, NJ, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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