Scottsdale, AZ Office

Partners Capital, LLC provides portfolio management and related advisory services to individuals and high-net-worth clients, and also advises pooled investment vehicles. The firm combines ongoing portfolio management and financial planning offerings for individuals with sponsorship and management of a private fund, Partners Capital Investments, LP, and reports roughly $40.3 million in assets under management (about $10.45 million discretionary and $29.89 million non‑discretionary).

PC, LLC generally operates client relationships on a non‑discretionary basis: advisers deliver written recommendations and execute transactions only after clients provide signed approval (via DocuSign) and limited agent authorization with the custodian. For its private fund, the firm pursues an opportunistic credit and equity strategy that emphasizes liquid investments, hedging and selective use of derivatives, with target portfolio mixes described around 70–75% debt and 20–25% equity and a high‑water mark performance allocation structure.

Distinctive for a team of its size, the firm both sponsors a private fund and provides portfolio management to individual clients and pooled vehicles, and it maintains multiple offices despite a small advisory team. Its ADV discloses affiliated structures (a separate general partner and an affiliated registered adviser acting as investment manager) and describes processes to manage conflicts arising from recommending and operating the firm’s own pooled vehicle.