{
  "crd_number": 127621,
  "slug": "partners-capital-services-inc-hauppauge-ny-127621",
  "primary_business_name": "PARTNERS CAPITAL SERVICES, INC.",
  "legal_name": "PARTNERS CAPITAL SERVICES, INC.",
  "dbas": [],
  "city": "Hauppauge",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-18",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 109086679.0,
  "raum_discretionary": 26006128.0,
  "raum_non_discretionary": 83080551.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 18,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 21590893.0,
      "count": 19,
      "description": "TRUST"
    },
    "individuals": {
      "raum": 15826981.0,
      "count": 92
    },
    "pension_profit_sharing": {
      "raum": 2357513.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 49028322.0,
      "count": 118
    },
    "corporations_other_businesses": {
      "raum": 20282970.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CT",
    "DC",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "NE",
    "NJ",
    "NM",
    "NY",
    "OH",
    "PA",
    "SC",
    "SD",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://partcapservices.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127621",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "HAUPPAUGE",
  "url": "https://advisorcensus.com/firm/partners-capital-services-inc-hauppauge-ny-127621",
  "display_name": "Partners Capital Services, Inc.",
  "summary": "Partners Capital Services, Inc. is an SEC-registered investment advisory firm in Hauppauge, NY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Partners Capital Services, Inc. (CRD 127621): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Partners Capital Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Partners Capital Services, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Partners Capital Services, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: 0.75% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Partners Capital Services, Inc. located?",
      "a": "Partners Capital Services, Inc.'s principal office is in Hauppauge, NY, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Partners Capital Services, Inc. registered with the SEC or a state?",
      "a": "Partners Capital Services, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 127621."
    },
    {
      "q": "How much does Partners Capital Services, Inc. manage?",
      "a": "Partners Capital Services, Inc. reports $109,086,679 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (24% discretionary)."
    },
    {
      "q": "How have Partners Capital Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Partners Capital Services, Inc.: Regulatory assets under management: $113,505,303 in the October 2021 data and $109,086,679 in the October 2026 data, down 4%. Total employees: 17 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Partners Capital Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (118); individuals (other than high net worth individuals) (92); other (19)."
    },
    {
      "q": "Which custodians does Partners Capital Services, Inc. use?",
      "a": "Partners Capital Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Partners Capital Services, Inc. report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127621"
    },
    {
      "q": "What changed in Partners Capital Services, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $94,085,513 to $109,086,679 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 113505303.0,
      "total_employees": 17,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 153537179.0,
      "total_employees": 17,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 114003524.0,
      "total_employees": 20,
      "filing_date": "2023-06-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 138817638.0,
      "total_employees": 18,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 94085513.0,
      "total_employees": 18,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 109086679.0,
      "total_employees": 18,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $94,085,513 to $109,086,679 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 2.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 2.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our fees for Investment Supervisory Services are based upon a percentage of assets under management, services provided, whether the portfolio is managed by a third party and generally range from 0.75% to 2.50% annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.75,
        2.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our fees for Investment Supervisory Services are based upon a percentage of assets under management, services provided, whether the portfolio is managed by a third party and generally range from 0.75% to 2.50% annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/partners-capital-services-inc-hauppauge-ny-127621.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 92,
      "fewer_than_5": false,
      "raum": 15826981.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 118,
      "fewer_than_5": false,
      "raum": 49028322.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 2357513.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 20282970.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 19,
      "fewer_than_5": false,
      "raum": 21590893.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127621",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}