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3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2025-12-07 |
| TN | RA | APPROVED | 2025-12-07 |
| AZ | RA | APPROVED | 2024-04-10 |
Branch Locations
3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners Capital, Llc | Franklin | TN | 08/2023 | Present |
| Smile Power Orthodontics | Walnut Creek | CA | 06/2016 | 09/2023 |
?the name of the other business; 1000 YVR, LLC ?whether the business is investment-related; NO ?the address of the other business; 1000 Ygnacio Valley Road, Walnut Creek, CA 94598 ?the nature of the other business; Entity that holds ownership of the building ?your position; Co-Member. My wife, Bridget Powers, is the other Co-Member ?title, or relationship with the other business; Spouse, Dr. Bridget Powers, runs her orthodontic practice in the building. It is an owner-occupied building and business ?the start date of your relationship; 2018 ?the approximate number of hours/month you devote to the other business; Not actively involved anymore. Spouse handles all activity ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; No duties any longer other than to review Tax Return at year end ?the name of the other business; Partners Capital Investments GP, LLC.; ?whether the business is investment-related; Yes ?the address of the other business; 3401 Mallory Lane Franklin Tennessee 37067 United States ?the nature of the other business; Hedge Fund for accredited investors managed by Partners Capital Investments, GP, Inc. Investors invest in the hedge fund through Partners Capital Investments, LP. The hedge manages a pooled asset portfolio with primarily fixed income, liquid securities (80%-85%) and equities, liquid securities (15%-20%) ?your position; Partner ?title, or relationship with the other business; Partner ?the start date of your relationship; 2024-12-02 ?the approximate number of hours/month you devote to the other business; 8 ?the number of hours you devote to the other business during securities trading hours; 8 ?and briefly describe your duties relating to the other business; Hedge Fund for accredited investors managed by Partners Capital Investments, GP, Inc. Investors invest in the hedge fund through Partners Capital Investments, LP. The hedge manages a pooled asset portfolio with primarily fixed income, liquid securities (80%-85%) and equities, liquid securities (15%-20%)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-12 |
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