Partners Capital Services, Inc.
Registered investment adviser · Hauppauge, NY · CRD #127621
Form ADV data as of 2026-09-01Regulatory assets
$109.1 million
Total accounts
238
Employees
18
Disclosure events
3
Firm details
- Website: https://www.partcapservices.com
- Telephone: 631-851-0918
- SEC file number: 801-79450
- Most recent Form ADV filing: 2026-02-27
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- SEC or CFTC found a violation of its regulations or statutes
- SEC or CFTC entered an order in connection with investment-related activity
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $26.0 million |
| Non-discretionary regulatory assets under management | $83.1 million |
| Total regulatory assets under management | $109.1 million |
| Discretionary accounts | 27 |
| Non-discretionary accounts | 211 |
| Total accounts | 238 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 18 |
| Employees performing investment advisory functions (including research) | 12 |
| Employees who are registered representatives of a broker-dealer | 18 |
| Employees registered as investment adviser representatives with a state | 18 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 5 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities for which it serves as underwriter or general partner
- Brokers or dealers selected under 8.C.(3) are related persons
- Recommends brokers or dealers to clients
- Brokers or dealers recommended under 8.E. are related persons
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 92 | $15.8 million |
| High net worth individuals | 118 | $49.0 million |
| Pension and profit sharing plans (not the participants or government plans) | 4 | $2.4 million |
| Corporations or other businesses not listed above | 5 | $20.3 million |
| Other | 19 | $21.6 million |