RIA Intel›Advisers›New York›PARTNERS CAPITAL SERVICES, INC.

PARTNERS CAPITAL SERVICES, INC.

Advisory

N·HAUPPAUGE, NY

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$109M
1-Year AUM Growth
+21.8%
3-Year CAGR
+5.8%
Employees
12
Assets Under Management
Total AUM$109M
Discretionary AUM$26M
Non-Discretionary AUM$83M
Discretionary %23.8%
Total Clients215
Team
Total Employees12
Investment Advisers18
Employee Growth (1Y)-8.3%
Filing History
Total Filings on Record34
First FilingMar 21, 2014
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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