A complete list of active advisors currently associated with Family Partners Capital, LLC
Warmer can help you find a great advisor at Family Partners Capital, LLC or one who fits your needs even better.
Family Partners Capital serves high‑net‑worth individuals and institutional clients such as endowments and foundations and does not maintain relationships with non‑high‑net‑worth retail individual clients. The firm provides discretionary portfolio management focused on equities and ETFs and may act as a sub‑adviser to unaffiliated advisors. The adviser pursues a concentrated, fundamentally driven equity strategy generally holding 20–30 public companies, with portfolios governed by client Investment Policy Statements and managed under discretionary authority. The firm also uses short‑term trading and options strategies (including covered and uncovered positions) and documents risk tolerances and account restrictions for each client. Distinctively, the firm publishes and advertises its performance results, a practice that is uncommon among peers, and it discloses receipt of economic benefits from its custodian relationship while maintaining no stated account minimum. Clients receive monthly reporting and account reviews, and the firm emphasizes allocation policies intended to treat clients equitably when investment opportunities are limited.
To learn more about the advisors currently working at Family Partners Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Manchester, MA
| 6
|
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