AdvizorPro

Partners Capital Services, Inc.

Partners Capital Services, Inc.. CRD 127621

Partners Capital Services, Inc. logo

CRD: 127621

Partners Capital Services, Inc.

Hauppauge, NY, 11788
6318510918
www.partcapservices.com
$109.1M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
18 Employees
238 ADV. Clients
21 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
RBC
Clients
Retail and Institutional
Platforms
Delta pioneer
Established Date
10-07-2004
Office Locations
4

Office Locations

205 Oser AVE Hauppauge NY
301 West BAY Street Suite 1403 Jacksonville FL
56 LEE Road 982 Smiths AL

About Partners Capital Services, Inc.

Partners Capital Services, Inc. is an SEC-registered RIA (founded 2004) providing ongoing, goals-based portfolio management and investment policy development for clients, including entrepreneurs, across retail and institutional channels. Portfolios may target growth and/or income using ETFs, mutual funds and fixed income, and can be managed in-house or via third-party managers. Uses RBC Clearing & Custody’s wealth platform.

Team overview

50 AVG AGE
$9.1M AVG AUM / ADVISOR
$458.3K AVG AUM / CLIENT
10.3 yrs AVG TENURE
18 Employees
12 Advisory Reps
18 RIA Reps
21yrs Firm Age

Insights

Request access to benchmark trends tied to beacon.
See the complete signal summary connected to alpha unison.
Premium access reveals conviction themes in signal capital insight.
Unlock to see real insight on focus ridge.
See the complete signal summary connected to vertex frontier.
Upgrade to reveal position-level detail across prime legacy.
Full visibility includes strategy notes for optima horizon delta.
See the complete signal summary connected to capital.

Asset Classes

Optima alpha Vertex Value

Client Personas

Optima

Custodian

Vector Signal meridian

Investment Themes

Focus North

Investment Vehicles

Timber

Services

Pathway unison Summit vertex Wave radial

Technology

Insight

Owner & Executives

E

EDWARD MICHAEL CAHILL JR

President

CRD
#2310758
Ownership
25% but less than 50%
(372) 973-8115
signal.capital@vitalcapital.com
in linkedin.com/in/focus-optima
A

ANTHONY MICHAEL GARDINI JR

Owner

CRD
#1893107
Ownership
25% but less than 50%
(838) 722-3931
zenith.element@elementcapital.com
in linkedin.com/in/momentum-meridian
P

Pathway insight

Optima oak legacy

CRD
#73279
Ownership
22.1%
(343) 691-9355
signal.meridian@vectorcapital.com
in linkedin.com/in/north-delta

Showing 2 of 4 owners & executives

Unlock all

Contacts

R

Robert G. Dahroug

--

CRD
#4249741
(424) 382-6374
vital.beacon@frontiercapital.com
in linkedin.com/in/zenith-delta
E

ERIK JOHN DREWES

Financial Advisor

CRD
#2187363
(354) 657-7035
north.horizon@vertexcapital.com
in linkedin.com/in/atlas-horizon
B

Bridge vector

North pathway pioneer

CRD
#60797
(670) 652-7454
insight.prime@horizoncapital.com
in linkedin.com/in/atlas-summit

Showing 2 of 15 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
06-26-2023
10-08-2024
03-12-2025
02-27-2026
Category Assets AVG. Account size
Discretionary $26,006,128 $963,190
Non-Discretionary $83,080,551 $393,747
Total $109,086,679 $458,347

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: $109,086,679

$109.1M Total SMA
Equity - Exchange:
23.2%
Public Funds:
9.5%
Municipal Bonds:
25.9%
U.S. Government/Agency:
6.4%
Cash:
17.9%
Corporate - Investment Grade:
12.0%
Derivatives:
5.1%
Asset class Assets Assets %
Equity - Exchange $1,431,567,844 23.2%
Public Funds $586,202,350 9.5%
Municipal Bonds $1,598,172,722 25.9%
U.S. Government/Agency $394,915,267 6.4%
Cash $1,104,528,638 17.9%
Corporate - Investment Grade $740,466,126 12.0%
Derivatives $314,698,105 5.1%
Total $6,170,551,052 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform