RIA Intel›Advisers›Colorado›PARTNERS CAPITAL MANAGEMENT, INC.

PARTNERS CAPITAL MANAGEMENT, INC.

Advisory

CO

Data as of Apr 17, 2024 · Source: SEC Form ADV

Average account

$1M

across 29 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2024.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$0

Non-Discretionary AUM$30M

Discretionary %0%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, 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

29 clients

18 high-net-worth

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

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

OLBERDING, ARLEN THOMAS

FORT COLLINS, CO

$30M

SHERWOOD INVESTMENT MANAGEMENT LLC

$30M

OATLEY & DIAK, LLC.

$30M

ONE BRICK PLANNING & CONSULTING, LLC

GREENWOOD VILLAGE, CO

$31M

THIRD DAY CAPITAL MANAGEMENT, LLC

$30M

THREE WATERS FINANCIAL, LLC

$31M

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