Partners Capital, Llc
- Regulatory AUM
- $40.3M
- Discretionary
- $10.4M
- Clients
- 68
- Avg AUM / client
- $593K
- Accounts
- 42
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 27 | $7.8M | 19.4% |
| High net worth individuals | 15 | $22.1M | 54.7% |
| Pooled investment vehicles (non-investment companies) | 24 | $10.4M | 25.9% |
| Pension and profit sharing plans | 2 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| San Francisco Symphony Retirement Plan San Francisco Symphony Corporation | 2024 | |
| Metropolitan Opera Association Retirement Plan Metropolitan Opera Association, Inc | 2024 | |
| Hunter Douglas Employees' Retirement Plan Hunter Douglas, Inc. | 2024 | |
| Retirement Plan For Employees Of San Francisco Symphony Corporation San Francisco Symphony Corporaton | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Richard Gamble | Registered representative | Apr 2024 (2y) | ||
| Manuel Alex Parra | Registered representative | Apr 2024 (2y) | ||
| Michael Thomas Tison | Registered representative | Oct 2024 (2y) | ||
| Kyle Patrick Fitzgerald | Registered representative | Oct 2024 (2y) | ||
| Eric Danielson Fitzgerald | Registered representative | Oct 2024 (2y) | ||
| Charles Gantt Williams | Registered representative | CFP | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| San Francisco Symphony Retirement Plan | San Francisco Symphony Corporation | 86 | $108M | 09/01/2024 |
| Metropolitan Opera Association Retirement Plan | Metropolitan Opera Association, Inc | 715 | $278M | 08/01/2024 |
| Hunter Douglas Employees' Retirement Plan | Hunter Douglas, Inc. | 0 | $15.1M | 01/01/2024 |
| Retirement Plan For Employees Of San Francisco Symphony Corporation | San Francisco Symphony Corporaton | 23 | $23.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $30.9M (77% of AUM) Jul 2026
- Interactive Brokers $10.4M (26% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗