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PARTNERS CAPITAL, LLC

CRD 328074

Visit website

3401 MALLORY LANE, SUITE 100, FRANKLIN, TN, 37067, United States

Phone

888-702-7743

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$40.3M

Discretionary AUM

$10.4M

Team

7 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals27$7.8M
High net worth individuals15$22.1M
Pooled investment vehicles24$10.4M
Pension/profit sharing plans2$0

All web addresses on file

Official SEC filing: View on IAPD