# Capital Preservation Partners, Inc.

> Capital Preservation Partners, Inc. is an SEC-registered investment advisory firm in Bronxville, NY, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 126340
- Filed as: CAPITAL PRESERVATION PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bronxville, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126340
- AdvisorCensus page: https://advisorcensus.com/firm/capital-preservation-partners-inc-bronxville-ny-126340

## Quick answers

**How is Capital Preservation Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Preservation Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Preservation Partners, Inc. located?**
Capital Preservation Partners, Inc.'s principal office is in Bronxville, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Capital Preservation Partners, Inc. registered with the SEC or a state?**
Capital Preservation Partners, Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 126340.

**How much does Capital Preservation Partners, Inc. manage?**
Capital Preservation Partners, Inc. reports $222,364,466 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary).

**How have Capital Preservation Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Capital Preservation Partners, Inc.: Regulatory assets under management: $182,509,849 in the October 2021 data and $222,364,466 in the October 2026 data, up 22%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Preservation Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (356); high net worth individuals (61).

**Does Capital Preservation Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126340

**What changed in Capital Preservation Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $194,742,020 to $222,364,466 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $222,364,466
- Discretionary: $218,325,929
- Non-discretionary: $4,038,537

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 356 | $76,486,164 |
| High net worth individuals | 61 | $145,878,302 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Delray Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [capitalpreservationpartners.com](https://capitalpreservationpartners.com)
- [capitalpreservationpartners.net](https://capitalpreservationpartners.net)
- [cpp.bz](https://cpp.bz)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $182,509,849 | 3 | April 1, 2021 |
| October 2022 | $236,965,091 | 3 | January 28, 2022 |
| October 2023 | $195,801,766 | 3 | January 5, 2023 |
| October 2024 | $262,234,758 | 3 | March 30, 2024 |
| October 2025 | $194,742,020 | 3 | March 26, 2025 |
| October 2026 | $222,364,466 | 3 | March 30, 2026 |

Regulatory assets under management: $182,509,849 in the October 2021 data and $222,364,466 in the October 2026 data, up 22%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $194,742,020 to $222,364,466 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Preservation Partners, Inc. (CRD 126340): Form ADV filing data as of October 2026.