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PARTNERS CAPITAL SERVICES, INC.

HAUPPAUGE, NY · CRD 127621 · IAPD ↗ · partcapservices.com · 631-851-0918

$109.1MRegulatory AUM
12Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
35States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — PARTNERS CAPITAL SERVICES, INC. reported RAUM down 32% ($138.8M -> $94.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
November 2024 — PARTNERS CAPITAL SERVICES, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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