Atlanta, GA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Partners Capital Services, Inc.
Team
Firm-wide stats for Partners Capital Services, Inc.
About
Partners Capital Services, Inc. provides investment supervisory services and individual portfolio management to individuals (including high-net-worth clients), small businesses, corporations, and trusts. The firm offers continuous portfolio management using both discretionary and non-discretionary arrangements and also facilitates access to third‑party money managers.
Investment recommendations are developed through an individualized data‑gathering process and implemented across a range of strategies and products, with analysis methods that include fundamental, technical, and third‑party manager review. A substantial portion of client assets are managed through fee‑based, client‑directed programs and sub‑advisers on the RBC platform rather than solely by in‑house discretionary authority.
Notably, as of December 31, 2025 the firm reported approximately $83.08 million managed on a non‑discretionary basis versus about $26.01 million held discretionary, reflecting an operational emphasis on client‑directed accounts. The firm does not list standalone financial planning among its primary services, and its personnel maintain broker‑dealer and insurance relationships and use RBC clearing and third‑party manager platforms, which can affect implementation and compensation arrangements.
Based on Partners Capital Services, Inc.
Expertise
Based on Partners Capital Services, Inc.
Location
6000 Lake Forrest Drive NW., Suite 325
Atlanta GA 30338
Advisors at this office
1
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