CRD: 304176
Family Partners Capital, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2019
- Office Locations
- 2
Office Locations
About Family Partners Capital, LLC
Family Partners Capital, LLC is a Massachusetts-based, retail-focused RIA providing discretionary asset management and portfolio construction, including planning needs such as business succession and insurance. The firm primarily implements public-equity exposure through ETFs and custodies with Charles Schwab. Founded and led by CIO Joshua Cahill, formerly a senior research analyst at Portolan Capital Management.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
JOSHUA JAMES CAHILL
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #4158690
- Ownership
- 75% or more
Christina Cahill
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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OWEN JOHN HYLAND
--
- CRD
- #2490875
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,256,560 | $470,697 |
| Non-Discretionary | $0 | -- |
| Total | $92,256,560 | $470,697 |
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Separately Managed Accounts
Total SMA Asset: $92,256,560
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,982,889,740 | 50.6% |
| Cash | $1,935,864,687 | 49.4% |
| Total | $3,918,754,427 | 100.0% |