CAPITAL PARTNERS INVESTMENT GROUP

CAPITAL PARTNERS INVESTMENT GROUP is an SEC-registered investment adviser (CRD 294889). Regulatory assets under management: $40.3M.

Registration

• CRD: 294889
• Type: Registered investment adviser
• Phone: 3239260447
• Latest filing: 2026-06-10
• Regulatory AUM: $40.3M
• Discretionary AUM: $40.3M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search