# Partners Capital, LLC

> Partners Capital, LLC is a state-registered investment advisory firm in Franklin, TN, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 328074
- Filed as: PARTNERS CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328074
- AdvisorCensus page: https://advisorcensus.com/firm/partners-capital-llc-franklin-tn-328074

## Quick answers

**How is Partners Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Partners Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Partners Capital, LLC located?**
Partners Capital, LLC's principal office is in Franklin, TN, according to its Form ADV.

**Is Partners Capital, LLC registered with the SEC or a state?**
Partners Capital, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328074.

**How much does Partners Capital, LLC manage?**
Partners Capital, LLC reports $40,339,853 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (26% discretionary).

**What types of clients does Partners Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); pooled investment vehicles (other than investment companies and business development companies) (24); high net worth individuals (15).

**Does Partners Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328074

**What changed in Partners Capital, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $40,339,853
- Discretionary: $10,449,853
- Non-discretionary: $29,890,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $7,830,000 |
| High net worth individuals | 15 | $22,060,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 24 | $10,449,853 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, NJ, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linktedin.com/in/in/manny
- partnerscapital.llc
- Facebook @PartnersCapitalLLC
- Instagram @mannyp43
- LinkedIn @eric-fitzgerald-ba11aa11
- LinkedIn @gantt-williams-cfp®-b4618443
- LinkedIn @kenneth-gamble-5971ba2b5
- LinkedIn @kyle-fitzgerald-3050a256
- LinkedIn @manny-parra
- LinkedIn @michael-tison-78a326b

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Partners Capital, LLC (CRD 328074): Form ADV filing data as of October 2026.