A complete list of active advisors currently associated with Partners Capital, LLC

Warmer can help you find a great advisor at Partners Capital, LLC or one who fits your needs even better.

Partners Capital, LLC advises both individual clients (including high-net-worth individuals) and pooled investment vehicles, and provides portfolio management, financial planning, retirement and tax planning, estate planning, and family office services. The firm also manages a private fund, Partners Capital Investments, LP, and makes fund documents available on the SEC’s EDGAR system. Unlike many team firms, a substantial portion of its advisory AUM is held in non‑discretionary accounts: the firm delivers written recommendations that clients approve before execution, while the private fund is managed on a discretionary basis. Investment analysis combines cyclical, fundamental, technical and modern portfolio theory techniques, and the fund strategy emphasizes credit and equity trades, liquidity management, and the use of derivatives and hedging when appropriate. Partners Capital operates multiple offices (six locations), and functions as a private fund adviser and fund sponsor/syndicator, activities that are less common for firms of this size and structure. The firm recently added Financial Planning as a formal service and discloses its affiliated‑entity relationships and pooled vehicle management in its brochure.

To learn more about the advisors currently working at 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.