PARTNERS CAPITAL SERVICES, INC.
SEC RegisteredInvestment Advisory Services
About the firm
Partners Capital Services, Inc. is a SEC-registered investment adviser with its principal place of business located in New York. The firm began conducting business in 2004 and provides continuous advice to clients regarding the investment of client funds based on individual needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individual portfolio management, personal investment policy development, continuous investment advice based on client goals and objectives, account supervision, and Portfolio Management Services through Third Party Managers, utilizing the RBC Clearing and Custody Wealth Management Platform.
Who they serve
Individual clients with investment accounts of $5,000.00 or more, with portfolio management available through Adviser Agents or Third Party Managers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $16M |
| High Net Worth Individuals | 118 | $49M |
| Charitable Organizations | 4 | $2.4M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PARTNERS CAPITAL SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.