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Partners Capital Services, Inc.
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Hauppauge, New York
$79.6 million AUM
3 offices

Partners Capital Services, Inc. is based in Hauppauge, New York and has $79.6 million in assets under management.

Location
205 Oser Avenue
Hauppauge, NY 11788
Contact
$79.6 million
AUM
16
Employees
AUM Share
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$79,554,435
Assets under management
157 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 52 $15,087,830 19% $290,151
High net worth individuals 98 $56,906,880 72% $580,682
Employees Share
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16
Employees
14
Investment analysts
88% of total employees
AUM per employee Share
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$79,554,435
Assets under management
$4,972,152
AUM per employee
$5,682,460
AUM per investment analyst
About Share
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Compensation

Partners Capital Services, Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

Partners Capital Services, Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 127,621
SEC number 801-79450
Legal structure Corporation
Legal governance New York, United States
Latest ADV filing date February 10, 2020

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