PARTNERS CAPITAL, LLC

PARTNERS CAPITAL, LLC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 328074). Regulatory assets under management: $40.3M.

Registration

• CRD: 328074
• Type: Registered investment adviser
• Location: 3401 MALLORY LANE, FRANKLIN, TN, 37067
• Phone: 888-702-7743
• Latest filing: 2026-07-17
• Regulatory AUM: $40.3M
• Discretionary AUM: $10.4M
• Non-discretionary AUM: $29.9M
• Clients: 7
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328074 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search