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Kyle Patrick Fitzgerald

Partners Capital, LLC

Austin, TX

Franklin, TN

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Current Employers
Partners Capital, Llc

3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-15
  • TX RA
    APPROVED
    Since 2024-10-15

Branch Locations

Austin, TX • United States

3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credit Suisse Securities (Usa) Llc New York NY 07/2007 Present
Gracie Asset Management New York NY 07/2008 08/2024
Partners Capital, Llc Austin TX 10/2024 Present
  • 07/2007 → Present
    Credit Suisse Securities (Usa) Llc
    New York, NY
  • 07/2008 → 08/2024
    Gracie Asset Management
    New York, NY
  • 10/2024 → Present
    Austin, TX
Other Businesses

?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%) ?the name of the other business; 2041 OPS, LLC ?whether the business is investment-related; No ?the address of the other business; 2041 Prytania New Orleans Louisiana 70130 USA ?the nature of the other business; Small boutique hotel in New Orleans ?your position; Partial Owner ?title, or relationship with the other business; Partial Owner ?the start date of your relationship; 2015-06-15 ?the approximate number of hours/month you devote to the other business; 0 ?the number of hours you devote to the other business during securities trading hours; 5 ?and briefly describe your duties relating to the other business; partial owner Small boutique hotel in New Orleans ?the name of the other business; 2041 PRYTANIA STREET, LLC ?whether the business is investment-related; No ?the address of the other business; 041 Prytania New Orleans Louisiana 70130 USA; ?the nature of the other business; Physical building/hotel for small boutique hotel in New Orleans ?your position; Partial Owner ?title, or relationship with the other business; 2015-06-15 ?the start date of your relationship; Partial Owner ?the approximate number of hours/month you devote to the other business; 0 ?the number of hours you devote to the other business during securities trading hours; 5 ?and briefly describe your duties relating to the other business; partial owner Small boutique hotel in New Orleans

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-15
S63 Uniform Securities Agent State Law Examination 2007-09-17
  • S65 Uniform Investment Adviser Law Examination
    2024-10-15
  • S63 Uniform Securities Agent State Law Examination
    2007-09-17
Other Names
  • Kyle Fitzgerald

View on SEC IAPD

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