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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 2024-10-14
FL RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-14
  • FL RA
    APPROVED
    Since 2024-10-01

Branch Locations

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

Fernandina Beach, FL • 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
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
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%)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-19
  • S65 Uniform Investment Adviser Law Examination
    2024-03-19

View on SEC IAPD

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