FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC
CRD #105667 SEC #801-19567 NEW YORK, NY 646.277.7310
SEC Registered
Total AUM
$741.8M
Discretionary
$649.2M
Employees
10
Clients
11
Accounts
688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $741.8M | $649.2M | $92.6M | 10 | 0 |
| Jul 2021 | $654M | $552.3M | $101.7M | 12 | 0 |
| Mar 2021 | $654M | $552.3M | $101.7M | 12 | 0 |
| Jun 2020 | $563M | $483M | $80M | 11 | 0 |
| Apr 2019 | $466.1M | $434.4M | $31.8M | 10 | 0 |
| Mar 2019 | $466.1M | $434.4M | $31.8M | 10 | 0 |
| Sep 2018 | $843.5M | $821.5M | $22M | 14 | 0 |
| Jul 2018 | $843.5M | $821.5M | $22M | 14 | 0 |
| Mar 2018 | $843.5M | $821.5M | $22M | 14 | 0 |
| Mar 2017 | $725.8M | $703.9M | $21.9M | 15 | 300 |
| Mar 2016 | $686.3M | $662.1M | $24.2M | 15 | 300 |
| Mar 2015 | $609.2M | $595.5M | $13.7M | 12 | 300 |
| Mar 2014 | $519.2M | $510.1M | $9.1M | 12 | 200 |
| Mar 2013 | $392.2M | $385.7M | $6.5M | 10 | 200 |
| Mar 2012 | $302M | $299.5M | $2.5M | 6 | 200 |
| Aug 2011 | $270.3M | $268.5M | $1.9M | 10 | -- |
| Apr 2011 | $270.3M | $268.5M | $1.9M | 10 | -- |
| Jun 2010 | $262.2M | $260.6M | $1.6M | 10 | -- |
| Mar 2010 | $262.2M | $260.6M | $1.6M | 10 | -- |
| Mar 2010 | $262.2M | $260.6M | $1.6M | 10 | -- |
| Mar 2009 | $233.6M | $232.5M | $1.1M | 10 | -- |
| Mar 2008 | $322.7M | $320.9M | $1.8M | 10 | -- |
| Feb 2007 | $322.8M | $319.8M | $3.1M | 10 | -- |
| Jan 2007 | $314.9M | $312M | $2.9M | 10 | -- |
| Mar 2006 | $314.9M | $312M | $2.9M | 10 | -- |
| Sep 2005 | $337.7M | $334.7M | $3M | 10 | -- |
| Jan 2005 | $337.7M | $334.7M | $3M | 10 | -- |
| Apr 2004 | $318.2M | $315M | $3.2M | 10 | -- |
| Mar 2004 | $318.2M | $315M | $3.2M | -- | -- |
| Jan 2004 | $281.1M | $278.5M | $2.7M | -- | -- |
| Mar 2002 | $342.7M | $342.7M | $0 | -- | -- |
| May 2001 | $338.9M | $338.9M | $0 | -- | -- |
DateMar 2022
Total AUM$741.8M
Discretionary$649.2M
Non-Disc.$92.6M
Employees10
Clients0
DateJul 2021
Total AUM$654M
Discretionary$552.3M
Non-Disc.$101.7M
Employees12
Clients0
DateMar 2021
Total AUM$654M
Discretionary$552.3M
Non-Disc.$101.7M
Employees12
Clients0
DateJun 2020
Total AUM$563M
Discretionary$483M
Non-Disc.$80M
Employees11
Clients0
DateApr 2019
Total AUM$466.1M
Discretionary$434.4M
Non-Disc.$31.8M
Employees10
Clients0
DateMar 2019
Total AUM$466.1M
Discretionary$434.4M
Non-Disc.$31.8M
Employees10
Clients0
DateSep 2018
Total AUM$843.5M
Discretionary$821.5M
Non-Disc.$22M
Employees14
Clients0
DateJul 2018
Total AUM$843.5M
Discretionary$821.5M
Non-Disc.$22M
Employees14
Clients0
DateMar 2018
Total AUM$843.5M
Discretionary$821.5M
Non-Disc.$22M
Employees14
Clients0
DateMar 2017
Total AUM$725.8M
Discretionary$703.9M
Non-Disc.$21.9M
Employees15
Clients300
DateMar 2016
Total AUM$686.3M
Discretionary$662.1M
Non-Disc.$24.2M
Employees15
Clients300
DateMar 2015
Total AUM$609.2M
Discretionary$595.5M
Non-Disc.$13.7M
Employees12
Clients300
DateMar 2014
Total AUM$519.2M
Discretionary$510.1M
Non-Disc.$9.1M
Employees12
Clients200
DateMar 2013
Total AUM$392.2M
Discretionary$385.7M
Non-Disc.$6.5M
Employees10
Clients200
DateMar 2012
Total AUM$302M
Discretionary$299.5M
Non-Disc.$2.5M
Employees6
Clients200
DateAug 2011
Total AUM$270.3M
Discretionary$268.5M
Non-Disc.$1.9M
Employees10
Clients--
DateApr 2011
Total AUM$270.3M
Discretionary$268.5M
Non-Disc.$1.9M
Employees10
Clients--
DateJun 2010
Total AUM$262.2M
Discretionary$260.6M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2010
Total AUM$262.2M
Discretionary$260.6M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2010
Total AUM$262.2M
Discretionary$260.6M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2009
Total AUM$233.6M
Discretionary$232.5M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2008
Total AUM$322.7M
Discretionary$320.9M
Non-Disc.$1.8M
Employees10
Clients--
DateFeb 2007
Total AUM$322.8M
Discretionary$319.8M
Non-Disc.$3.1M
Employees10
Clients--
DateJan 2007
Total AUM$314.9M
Discretionary$312M
Non-Disc.$2.9M
Employees10
Clients--
DateMar 2006
Total AUM$314.9M
Discretionary$312M
Non-Disc.$2.9M
Employees10
Clients--
DateSep 2005
Total AUM$337.7M
Discretionary$334.7M
Non-Disc.$3M
Employees10
Clients--
DateJan 2005
Total AUM$337.7M
Discretionary$334.7M
Non-Disc.$3M
Employees10
Clients--
DateApr 2004
Total AUM$318.2M
Discretionary$315M
Non-Disc.$3.2M
Employees10
Clients--
DateMar 2004
Total AUM$318.2M
Discretionary$315M
Non-Disc.$3.2M
Employees--
Clients--
DateJan 2004
Total AUM$281.1M
Discretionary$278.5M
Non-Disc.$2.7M
Employees--
Clients--
DateMar 2002
Total AUM$342.7M
Discretionary$342.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees--
Clients--