Capital Preservation Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bronxville, NY. Its latest Form ADV filing, dated March 30, 2026, reports $222M in regulatory assets under management, 3 employees, 1 office, and 676 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
356
2
HNWI
14.6%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of March 30, 2026
Discretionary98.2%
$218M
98% of total RAUM98.2%
Non-discretionary1.8%
$4M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$222M
Total Accounts676
10Y AUM Change+$144M (+184.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee139:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.