Capital Preservation Partners Inc.
● SEC registered since 2009CRD 126340SEC# 801-69807Bronxville, NY
Reg. AUM
$222.4M
Employees
3
Accounts
676
Location
Bronxville, NY
Capital Preservation Partners Inc. assets under management
Capital Preservation Partners Inc. is an SEC-registered investment adviser based in Bronxville, NY. The firm has been registered since 2009. It reports $222.4 million in regulatory assets under management and employs 3 people.
Capital Preservation Partners Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ilir Gjoni Control | Chief Compliance Officer | Under 5% | 2018 |
| Ilir Gjoni Control | Managing Director | Over 75% | 2020 |
| Kevin James Mullins Control | Managing Director | Under 5% | 1992 |
Frequently asked questions
How much does Capital Preservation Partners Inc. manage?
Capital Preservation Partners Inc. reports $222.4 million in regulatory assets under management on its Form ADV.
How many employees does Capital Preservation Partners Inc. have?
Capital Preservation Partners Inc. reports 3 employees.
Where is Capital Preservation Partners Inc. located?
Capital Preservation Partners Inc. is based in Bronxville, NY and has been SEC-registered since 2009.
Does Capital Preservation Partners Inc. disclose fund performance?
Capital Preservation Partners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Pondfield Road, Bronxville, NY 10708-3703 |
| Phone | 914-337-2272 |
| Fax | 914-961-1715 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.4M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$222.4Mregulatory AUM
Discretionary $218.3MNon-discretionary $4M