Partners Capital Services, Inc.
● SEC registered since 2014CRD 127621SEC# 801-79450Hauppauge, NY
Reg. AUM
$109.1M
Employees
18
Accounts
238
Location
Hauppauge, NY
Partners Capital Services, Inc. assets under management
Partners Capital Services, Inc. is an investment advisory firm registered with the SEC based in Hauppauge, NY. The firm has been registered since 2014. It reports $109.1 million in regulatory assets under management and employs 18 people.
Partners Capital Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Michael Gardini Control | Shareholder | 25-50% | 2016 |
| Edward Michael Cahill Control | President | 25-50% | 2003 |
| John Charles Gardini Control | Shareholder | 10-25% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Partners Capital Services, Inc. manage?
Partners Capital Services, Inc. reports $109.1 million in regulatory assets under management on its Form ADV.
How many employees does Partners Capital Services, Inc. have?
Partners Capital Services, Inc. reports 18 employees.
Where is Partners Capital Services, Inc. located?
Partners Capital Services, Inc. is based in Hauppauge, NY and has been SEC-registered since 2014.
Does Partners Capital Services, Inc. disclose fund performance?
Partners Capital Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 Oser Ave, Hauppauge, NY 11788 |
| Phone | 631-851-0918 |
| Fax | 631-234-1311 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$109.1M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$109.1Mregulatory AUM
Discretionary $26MNon-discretionary $83.1M