# Partners Capital Management, Inc.

> Partners Capital Management, Inc. is a state-registered investment advisory firm in Colorado Springs, CO, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 17, 2024.

- CRD: 112585
- Filed as: PARTNERS CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: April 17, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112585
- AdvisorCensus page: https://advisorcensus.com/firm/partners-capital-management-inc-colorado-springs-co-112585

## Quick answers

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

**Where is Partners Capital Management, Inc. located?**
Partners Capital Management, Inc.'s principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Partners Capital Management, Inc. registered with the SEC or a state?**
Partners Capital Management, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112585.

**How much does Partners Capital Management, Inc. manage?**
Partners Capital Management, Inc. reports $30,353,321 in regulatory assets under management in its Form ADV filing dated April 17, 2024 (0% discretionary).

**What types of clients does Partners Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (11).

**Does Partners Capital Management, Inc. 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/112585

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $30,353,321
- Discretionary: $0
- Non-discretionary: $30,353,321

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,321,753 |
| High net worth individuals | 18 | $28,031,568 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- partnerscapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Partners Capital Management, Inc. (CRD 112585): Form ADV filing data as of October 2026.