AdvizorPro

Partners Capital, LLC

Partners Capital, LLC. CRD 328074

P

CRD: 328074

Partners Capital, LLC

Franklin, TN, 37067
8887027743
www.partnerscapital.llc
$40.3M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
7 Employees
68 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · Interactive Brokers
Clients
Retail and Institutional
Platforms
Insight alphaBeacon +more
Established Date
09-22-2023
Office Locations
4

Office Locations

3401 Mallory Lane Suite 100 Franklin TN
-- Austin TX
-- Fernandina Beach FL

About Partners Capital, LLC

Partners Capital, LLC is a fiduciary wealth management firm providing personalized financial planning and investment management, including tax and estate planning coordination, insurance guidance, and portfolio construction using ETFs, public and private funds/alternatives. The firm serves business owners, entrepreneurs, athletes, and retirees, with a high-touch approach backed by a nationwide network of local-market advisors.

Team overview

-- AVG AGE
$6.7M AVG AUM / ADVISOR
$593.2K AVG AUM / CLIENT
1.9 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
2yrs Firm Age

Insights

See the complete signal summary connected to element glacier.
See the complete signal summary connected to ridge optima.
Unlock to compare peer behavior around radial element.
See the complete signal summary connected to vertex radial.
Upgrade to reveal position-level detail across insight vector.
Request access to benchmark trends tied to catalyst.
Unlock to see real insight on ridge north.
Full visibility includes strategy notes for north timber wave.

Accredited Investors

Focus foundation Value capital

Asset Classes

Quantum Zenith glacier Peak zenith Atlas optima Zenith

Client Personas

Fusion bridge Wave Vital Horizon

Custodian

Bridge fusion Momentum Oak Vital insight Ember vertex

Investment Themes

Vital vertex Insight Optima Delta matrix Ridge element

Investment Vehicles

Eagle foundation Pioneer

Services

Horizon eagle Pathway north Timber timber Signal alpha Legacy Insight Peak Vital ridge Horizon ridge

Technology

Summit Vertex eagle Timber frontier

Owner & Executives

E

ERIC DANIELSON FITZGERALD

PARTNER, PORTFOLIO MANAGER

CRD
#4830850
Ownership
10% but less than 25%
(547) 617-9075
prime.element@meridiancapital.com
in linkedin.com/in/delta-momentum
K

KYLE PATRICK FITZGERALD

PARTNER, PORTFOLIO MANAGER

CRD
#5168900
Ownership
10% but less than 25%
(946) 287-2524
meridian.harbor@pioneercapital.com
in linkedin.com/in/vector-beacon
C

Crest unison

Zenith zenith

CRD
#28123
Ownership
29.3%
(710) 467-1968
ridge.element@vectorcapital.com
in linkedin.com/in/oak-peak

Showing 2 of 5 owners & executives

Unlock all

Contacts

M

Manuel Alex Parra Jr.

--

CRD
#7822825
(882) 438-2221
insight.vector@legacycapital.com
in linkedin.com/in/oak-atlas
C

CHARLES GANTT WILLIAMS

--

CRD
#6453115
(580) 238-5927
horizon.peak@quantumcapital.com
in linkedin.com/in/ember-peak

Showing 2 of 7 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,449,853 --
Non-Discretionary $29,890,000 --
Total $40,339,853 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $29,890,000

$29.9M Total SMA
Public Funds:
17.0%
Private Funds:
11.0%
Equity - Exchange:
12.8%
Corporate - Investment Grade:
7.3%
U.S. Government/Agency:
26.8%
Cash:
25.1%
Asset class Assets Assets %
Public Funds $615,917,692 17.0%
Private Funds $398,534,977 11.0%
Equity - Exchange $463,749,791 12.8%
Corporate - Investment Grade $264,482,303 7.3%
U.S. Government/Agency $970,976,126 26.8%
Cash $909,384,357 25.1%
Total $3,623,045,246 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform