PARTNERVEST ADVISORY SERVICES LLC
CRD #113621 SEC #801-62795 SANTA BARBARA, CA 805-966-1266
SEC Registered
Total AUM
$135.2K
Discretionary
$135.2K
Employees
4
Clients
0
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $135.2K | $135.2K | $0 | 4 | 0 |
| Nov 2020 | $714.5M | $661.9M | $52.6M | 55 | 47 |
| Oct 2020 | $714.5M | $661.9M | $52.6M | 55 | 47 |
| Jun 2020 | $714.5M | $661.9M | $52.6M | 55 | 47 |
| May 2020 | $714.5M | $661.9M | $52.6M | 55 | 47 |
| Mar 2020 | $714.5M | $661.9M | $52.6M | 55 | 47 |
| Jan 2020 | $588.9M | $578M | $10.8M | 57 | 42 |
| Dec 2019 | $588.9M | $578M | $10.8M | 57 | 42 |
| Oct 2019 | $588.9M | $578M | $10.8M | 57 | 42 |
| Mar 2019 | $588.9M | $578M | $10.8M | 56 | 42 |
| Nov 2018 | $524.6M | $524.6M | $0 | 57 | 46 |
| Sep 2018 | $524.6M | $524.6M | $0 | 57 | 46 |
| Mar 2018 | $524.6M | $524.6M | $0 | 57 | 46 |
| Feb 2018 | $523.1M | $523.1M | $0 | 57 | 0 |
| Oct 2017 | $523.1M | $523.1M | $0 | 57 | 0 |
| Sep 2017 | $523.1M | $523.1M | $0 | 57 | 1,100 |
| Mar 2017 | $523.1M | $523.1M | $0 | 57 | 1,100 |
| Mar 2017 | $513.7M | $513.7M | $0 | 61 | 2,000 |
| Jul 2016 | $513.7M | $513.7M | $0 | 61 | 2,000 |
| Mar 2016 | $513.7M | $513.7M | $0 | 14 | 2,000 |
| Jan 2016 | $445.5M | $435.6M | $10M | 13 | 2,000 |
| Dec 2015 | $445.5M | $435.6M | $10M | 13 | 2,000 |
| Aug 2015 | $445.5M | $435.6M | $10M | 13 | 2,000 |
| Jul 2015 | $445.5M | $435.6M | $10M | 13 | 2,000 |
| Jun 2015 | $445.5M | $435.6M | $10M | 13 | 2,000 |
| Mar 2015 | $445.5M | $435.6M | $10M | 13 | 2,000 |
| Nov 2014 | $418.5M | $399.6M | $18.8M | 14 | 2,000 |
| Sep 2014 | $418.5M | $399.6M | $18.8M | 14 | 2,000 |
| Jul 2014 | $418.5M | $399.6M | $18.8M | 17 | 2,000 |
| Mar 2014 | $418.5M | $399.6M | $18.8M | 17 | 2,000 |
| Mar 2014 | $470.1M | $424.4M | $45.7M | 18 | 1,000 |
| Jan 2014 | $470.1M | $424.4M | $45.7M | 18 | 1,000 |
| Dec 2013 | $470.1M | $424.4M | $45.7M | 18 | 1,000 |
| Oct 2013 | $470.1M | $424.4M | $45.7M | 18 | 1,000 |
| Jul 2013 | $470.1M | $424.4M | $45.7M | 18 | 1,000 |
| May 2013 | $470.1M | $424.4M | $45.7M | 18 | 1,000 |
| Mar 2013 | $470.1M | $424.4M | $45.7M | 18 | 1,000 |
| Feb 2013 | $436.4M | $387M | $49.4M | 16 | 1,000 |
| Dec 2012 | $436.4M | $387M | $49.4M | 16 | 1,000 |
| Sep 2012 | $436.4M | $387M | $49.4M | 11 | 1,000 |
| May 2012 | $436.4M | $387M | $49.4M | 11 | 1,000 |
| Apr 2012 | $436.4M | $387M | $49.4M | 11 | 1,000 |
| Mar 2012 | $436.4M | $387M | $49.4M | 11 | 1,000 |
| Aug 2011 | $389M | $347.2M | $41.7M | -- | -- |
| Jun 2011 | $389M | $347.2M | $41.7M | -- | -- |
| Mar 2011 | $389M | $347.2M | $41.7M | -- | -- |
| Jul 2010 | $265M | $264.1M | $869.5K | -- | -- |
| Jul 2010 | $265M | $264.1M | $869.5K | -- | -- |
| Mar 2010 | $265M | $264.1M | $869.5K | -- | -- |
| Mar 2010 | $191.6M | $191.6M | $0 | -- | -- |
| Jan 2008 | $779.1M | $614M | $165.2M | -- | -- |
| Dec 2007 | $779.1M | $614M | $165.2M | -- | -- |
| May 2007 | $63.9B | $14.2B | $49.7B | -- | -- |
| Mar 2007 | $63.9B | $14.2B | $49.7B | -- | -- |
| Mar 2006 | $477.3M | $0 | $477.3M | -- | -- |
| Jan 2006 | $284M | $0 | $284M | -- | -- |
| Jan 2006 | $284M | $0 | $284M | -- | -- |
| Jan 2006 | $284M | $0 | $284M | -- | -- |
| Dec 2005 | $284M | $0 | $284M | -- | -- |
| Jun 2005 | $284M | $0 | $284M | -- | -- |
| May 2005 | $284M | $0 | $284M | -- | -- |
| Jan 2005 | $208.9M | $0 | $208.9M | -- | -- |
| Jun 2004 | $208.9M | $0 | $208.9M | -- | -- |
| Apr 2004 | $208.9M | $0 | $208.9M | -- | -- |
| Mar 2004 | $208.9M | $0 | $208.9M | -- | -- |
| Mar 2004 | $208.9M | $0 | $208.9M | -- | -- |
DateMar 2021
Total AUM$135.2K
Discretionary$135.2K
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$714.5M
Discretionary$661.9M
Non-Disc.$52.6M
Employees55
Clients47
DateOct 2020
Total AUM$714.5M
Discretionary$661.9M
Non-Disc.$52.6M
Employees55
Clients47
DateJun 2020
Total AUM$714.5M
Discretionary$661.9M
Non-Disc.$52.6M
Employees55
Clients47
DateMay 2020
Total AUM$714.5M
Discretionary$661.9M
Non-Disc.$52.6M
Employees55
Clients47
DateMar 2020
Total AUM$714.5M
Discretionary$661.9M
Non-Disc.$52.6M
Employees55
Clients47
DateJan 2020
Total AUM$588.9M
Discretionary$578M
Non-Disc.$10.8M
Employees57
Clients42
DateDec 2019
Total AUM$588.9M
Discretionary$578M
Non-Disc.$10.8M
Employees57
Clients42
DateOct 2019
Total AUM$588.9M
Discretionary$578M
Non-Disc.$10.8M
Employees57
Clients42
DateMar 2019
Total AUM$588.9M
Discretionary$578M
Non-Disc.$10.8M
Employees56
Clients42
DateNov 2018
Total AUM$524.6M
Discretionary$524.6M
Non-Disc.$0
Employees57
Clients46
DateSep 2018
Total AUM$524.6M
Discretionary$524.6M
Non-Disc.$0
Employees57
Clients46
DateMar 2018
Total AUM$524.6M
Discretionary$524.6M
Non-Disc.$0
Employees57
Clients46
DateFeb 2018
Total AUM$523.1M
Discretionary$523.1M
Non-Disc.$0
Employees57
Clients0
DateOct 2017
Total AUM$523.1M
Discretionary$523.1M
Non-Disc.$0
Employees57
Clients0
DateSep 2017
Total AUM$523.1M
Discretionary$523.1M
Non-Disc.$0
Employees57
Clients1,100
DateMar 2017
Total AUM$523.1M
Discretionary$523.1M
Non-Disc.$0
Employees57
Clients1,100
DateMar 2017
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees61
Clients2,000
DateJul 2016
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees61
Clients2,000
DateMar 2016
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees14
Clients2,000
DateJan 2016
Total AUM$445.5M
Discretionary$435.6M
Non-Disc.$10M
Employees13
Clients2,000
DateDec 2015
Total AUM$445.5M
Discretionary$435.6M
Non-Disc.$10M
Employees13
Clients2,000
DateAug 2015
Total AUM$445.5M
Discretionary$435.6M
Non-Disc.$10M
Employees13
Clients2,000
DateJul 2015
Total AUM$445.5M
Discretionary$435.6M
Non-Disc.$10M
Employees13
Clients2,000
DateJun 2015
Total AUM$445.5M
Discretionary$435.6M
Non-Disc.$10M
Employees13
Clients2,000
DateMar 2015
Total AUM$445.5M
Discretionary$435.6M
Non-Disc.$10M
Employees13
Clients2,000
DateNov 2014
Total AUM$418.5M
Discretionary$399.6M
Non-Disc.$18.8M
Employees14
Clients2,000
DateSep 2014
Total AUM$418.5M
Discretionary$399.6M
Non-Disc.$18.8M
Employees14
Clients2,000
DateJul 2014
Total AUM$418.5M
Discretionary$399.6M
Non-Disc.$18.8M
Employees17
Clients2,000
DateMar 2014
Total AUM$418.5M
Discretionary$399.6M
Non-Disc.$18.8M
Employees17
Clients2,000
DateMar 2014
Total AUM$470.1M
Discretionary$424.4M
Non-Disc.$45.7M
Employees18
Clients1,000
DateJan 2014
Total AUM$470.1M
Discretionary$424.4M
Non-Disc.$45.7M
Employees18
Clients1,000
DateDec 2013
Total AUM$470.1M
Discretionary$424.4M
Non-Disc.$45.7M
Employees18
Clients1,000
DateOct 2013
Total AUM$470.1M
Discretionary$424.4M
Non-Disc.$45.7M
Employees18
Clients1,000
DateJul 2013
Total AUM$470.1M
Discretionary$424.4M
Non-Disc.$45.7M
Employees18
Clients1,000
DateMay 2013
Total AUM$470.1M
Discretionary$424.4M
Non-Disc.$45.7M
Employees18
Clients1,000
DateMar 2013
Total AUM$470.1M
Discretionary$424.4M
Non-Disc.$45.7M
Employees18
Clients1,000
DateFeb 2013
Total AUM$436.4M
Discretionary$387M
Non-Disc.$49.4M
Employees16
Clients1,000
DateDec 2012
Total AUM$436.4M
Discretionary$387M
Non-Disc.$49.4M
Employees16
Clients1,000
DateSep 2012
Total AUM$436.4M
Discretionary$387M
Non-Disc.$49.4M
Employees11
Clients1,000
DateMay 2012
Total AUM$436.4M
Discretionary$387M
Non-Disc.$49.4M
Employees11
Clients1,000
DateApr 2012
Total AUM$436.4M
Discretionary$387M
Non-Disc.$49.4M
Employees11
Clients1,000
DateMar 2012
Total AUM$436.4M
Discretionary$387M
Non-Disc.$49.4M
Employees11
Clients1,000
DateAug 2011
Total AUM$389M
Discretionary$347.2M
Non-Disc.$41.7M
Employees--
Clients--
DateJun 2011
Total AUM$389M
Discretionary$347.2M
Non-Disc.$41.7M
Employees--
Clients--
DateMar 2011
Total AUM$389M
Discretionary$347.2M
Non-Disc.$41.7M
Employees--
Clients--
DateJul 2010
Total AUM$265M
Discretionary$264.1M
Non-Disc.$869.5K
Employees--
Clients--
DateJul 2010
Total AUM$265M
Discretionary$264.1M
Non-Disc.$869.5K
Employees--
Clients--
DateMar 2010
Total AUM$265M
Discretionary$264.1M
Non-Disc.$869.5K
Employees--
Clients--
DateMar 2010
Total AUM$191.6M
Discretionary$191.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$779.1M
Discretionary$614M
Non-Disc.$165.2M
Employees--
Clients--
DateDec 2007
Total AUM$779.1M
Discretionary$614M
Non-Disc.$165.2M
Employees--
Clients--
DateMay 2007
Total AUM$63.9B
Discretionary$14.2B
Non-Disc.$49.7B
Employees--
Clients--
DateMar 2007
Total AUM$63.9B
Discretionary$14.2B
Non-Disc.$49.7B
Employees--
Clients--
DateMar 2006
Total AUM$477.3M
Discretionary$0
Non-Disc.$477.3M
Employees--
Clients--
DateJan 2006
Total AUM$284M
Discretionary$0
Non-Disc.$284M
Employees--
Clients--
DateJan 2006
Total AUM$284M
Discretionary$0
Non-Disc.$284M
Employees--
Clients--
DateJan 2006
Total AUM$284M
Discretionary$0
Non-Disc.$284M
Employees--
Clients--
DateDec 2005
Total AUM$284M
Discretionary$0
Non-Disc.$284M
Employees--
Clients--
DateJun 2005
Total AUM$284M
Discretionary$0
Non-Disc.$284M
Employees--
Clients--
DateMay 2005
Total AUM$284M
Discretionary$0
Non-Disc.$284M
Employees--
Clients--
DateJan 2005
Total AUM$208.9M
Discretionary$0
Non-Disc.$208.9M
Employees--
Clients--
DateJun 2004
Total AUM$208.9M
Discretionary$0
Non-Disc.$208.9M
Employees--
Clients--
DateApr 2004
Total AUM$208.9M
Discretionary$0
Non-Disc.$208.9M
Employees--
Clients--
DateMar 2004
Total AUM$208.9M
Discretionary$0
Non-Disc.$208.9M
Employees--
Clients--
DateMar 2004
Total AUM$208.9M
Discretionary$0
Non-Disc.$208.9M
Employees--
Clients--