Hamilton, MA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Family Partners Capital, LLC
Supported
Firm-wide stats for Family Partners Capital, LLC
About
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.
Based on Family Partners Capital, LLC
Expertise
Based on Family Partners Capital, LLC
Location
587 R Bay Road
Hamilton MA 01936
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)