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CAPITAL PRESERVATION PARTNERS, INC.
Legal name: CAPITAL PRESERVATION PARTNERS INC.
CRD 126340File 801-69807
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$222.4M
Below cohort median (national)
Discretionary AUM
$218.3M
Non-discretionary $4.0M
Clients
417
676 accounts
Employees
3
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 2, 2009
- Principal office
- 55 PONDFIELD ROAD, BRONXVILLE, NY, 10708-3703
- Phone
- 914-337-2272
- Website
- HTTP://WWW.CPP.BZ
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.4M
- Discretionary AUM
- $218.3M
- Non-discretionary AUM
- $4.0M
- Discretionary accounts
- 673
- Non-discretionary accounts
- 3
- Total accounts
- 676
- AUM per client
- $533K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $145.9M |
| Individuals (other than high net worth individuals) | 356 | $76.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.