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PARTNERS CAPITAL SERVICES, INC.
CRD 127621File 801-79450
APPROVED
Retail clients
Disclosure events
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.1M
Bottom 25% of cohort (national)
Discretionary AUM
$26.0M
Non-discretionary $83.1M
Clients
219
238 accounts
Employees
18
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 18, 2014
- Principal office
- 205 OSER AVE, HAUPPAUGE, NY, 11788
- Phone
- 631-851-0918
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.1M
- Discretionary AUM
- $26.0M
- Non-discretionary AUM
- $83.1M
- Discretionary accounts
- 27
- Non-discretionary accounts
- 211
- Total accounts
- 238
- AUM per client
- $498K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $20.3M |
| High net worth individuals | 118 | $49.0M |
| Pension and profit sharing plans | 4 | $2.4M |
| Individuals (other than high net worth individuals) | 92 | $15.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 238 | 219 |
| 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.