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PARTNERS CAPITAL SERVICES, INC.
CRD 127621 · SEC 801-79450
205 OSER AVE, HAUPPAUGE, NY, 11788, United States
Phone
631-851-0918
Fax
631-234-1311
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.1M
Discretionary AUM
$26.0M
Team
18 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $15.8M |
| High net worth individuals | 118 | $49.0M |
| Pension/profit sharing plans | 4 | $2.4M |
| Corporations/business entities | 5 | $20.3M |
States served
VT, AL, AZ, AR, CA, DC, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NJ, NM, NY, NC, OH, PA, SC, VA, MO, WA, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD