PARTNERS CAPITAL MANAGEMENT, INC.

PARTNERS CAPITAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 112585). Regulatory assets under management: $30.4M.

Registration

• CRD: 112585
• Type: Registered investment adviser
• Phone: 719-593-2277
• Latest filing: 2024-04-17
• Regulatory AUM: $30.4M
• Non-discretionary AUM: $30.4M
• Clients: 2
• Accounts: 29

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112585 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search