P
CRD: 112585
Partners Capital Management, Inc.
Colorado Springs, CO
7195932277
$30.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
33 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-21-1992
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Partners Capital Management, Inc.
Partners Capital Management, Inc. is a Colorado Springs-based RIA. The firm has been operating for 33 years. Managing $30.4M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
77 AVG AGE
$15.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
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Asset Classes
Zenith vital Insight vertex
Investment Themes
Oak Timber
Investment Vehicles
Ridge matrix
Services
Catalyst legacy Pioneer Unison prime Prime Quantum harbor Frontier
Owner & Executives
S
STEPHEN RICHARD MOORE
President
- CRD
- #339310
- Ownership
- 50% but less than 75%
(260) 234-7158
delta.pioneer@matrixcapital.com
in linkedin.com/in/vector-eagle
ELLEN JEANNE POWERS
Vice President
- CRD
- #1472465
- Ownership
- 50% but less than 75%
(769) 867-9203
glacier.quantum@wavecapital.com
in linkedin.com/in/oak-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,353,321 | -- |
| Total | $30,353,321 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,353,321
Public Funds:
27.4% Cash:
33.2% Other:
39.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,366,979,839 | 27.4% |
| Cash | $1,656,340,535 | 33.2% |
| Other | $1,965,657,141 | 39.4% |
| Total | $4,988,977,515 | 100.0% |