HAUPPAUGE, NYCRD 127621Latest ADV February 27, 2026
Partners Capital Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hauppauge, NY. Its latest Form ADV filing, dated February 27, 2026, reports $109M in regulatory assets under management, 18 employees, 1 office, and 238 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.6% of total clients.
Top client categories% of clientsClients
1
HNWI
49.6%
118
2
Individuals
38.7%
92
3
Irrevocable Trusts/Estates
8.0%
19
4
Corporations
2.1%
5
5
Pension Plans
1.7%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of February 27, 2026
Discretionary23.8%
$26M
24% of total RAUM23.8%
Non-discretionary76.2%
$83M
76% of total RAUM76.2%
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$109M
Total Accounts238
10Y AUM Change+$45M (+71.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee13:1
10Y Employee Change+3 (+20.0%)
* 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.