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Capital Preservation Partners, Inc. CRD 126340
$222M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
55 Pondfield Road, Bronxville, NY 10708-3703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| CT | RA | APPROVED | 2025-12-17 |
| CA | RA | APPROVED | 2025-11-30 |
| NY | RA | APPROVED | 2023-03-23 |
| TX | RA | APPROVED | 2023-03-23 |
Branch Locations
55 Pondfield Road, Bronxville, NY 10708-3703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Preservation Partners | Bronxville | NY | 12/2013 | Present |
Alphabet Realty, LTD. NO 55 Pondfield Road Bronxville New York 10708 Real Estate Brokerage Bronxville Adriatic Holdings LLC NO 55 Pondfield Road Bronxville New York 10708 Real Estate Holding Owner 6/30/2025 80 Managing Office building located 55 Pondfield Road Bronxville NY 10708 Broker Owner 12/2019 2 0 Use the brokerage firm for research in the real estate market
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