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3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-14 |
| FL | RA | APPROVED | 2024-10-01 |
Branch Locations
3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
Fernandina Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors Consulting, Inc | Walnut Creek | CA | 08/2009 | 01/2024 |
| Partners Capital, Llc | Franklin | TN | 01/2024 | Present |
| Partners Capital, Llc | Franklin | TN | 03/2024 | Present |
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 | 2024-03-19 |
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