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CAPITAL PRESERVATION PARTNERS, INC.

BRONXVILLE, NY · CRD 126340 · IAPD ↗ · cpp.bz · 914-337-2272

$222.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — CAPITAL PRESERVATION PARTNERS, INC. reported RAUM down 26% ($262.2M -> $194.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
64
April 2024 — CAPITAL PRESERVATION PARTNERS, INC. reported RAUM up 34% ($195.8M -> $262.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — CAPITAL PRESERVATION PARTNERS, INC. reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.