CAPITAL PRESERVATION PARTNERS INC.
Legal name: CAPITAL PRESERVATION PARTNERS, INC.
CRD #126340 SEC #801-69807 BRONXVILLE, NY 914-337-2272
SEC Registered
Total AUM
$194.7M
Discretionary
$188.9M
Employees
3
Clients
26
Accounts
672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $194.7M | $188.9M | $5.8M | 3 | 0 |
| Mar 2024 | $262.2M | $258.2M | $4M | 3 | 0 |
| Jan 2023 | $195.8M | $192.8M | $3M | 3 | 0 |
| Jan 2022 | $237M | $237M | $0 | 3 | 0 |
| Apr 2021 | $182.5M | $182.5M | $0 | 3 | 0 |
| Jun 2020 | $137.3M | $137.3M | $0 | 3 | 0 |
| Jan 2019 | $92.5M | $92.5M | $0 | 1 | 0 |
| Mar 2018 | $101.8M | $101.8M | $0 | 1 | 0 |
| Mar 2017 | $78M | $1.6M | $76.4M | 1 | 185 |
| Mar 2016 | $70.1M | $70.1M | $0 | 3 | 212 |
| Feb 2015 | $78.9M | $78.9M | $0 | 2 | 200 |
| Feb 2015 | $78.9M | $78.9M | $0 | 3 | 212 |
| Sep 2014 | $74.7M | $74.7M | $0 | 3 | 212 |
| Feb 2014 | $64.8M | $64.8M | $0 | 2 | 212 |
| Feb 2013 | $56.4M | $56.4M | $0 | 2 | 198 |
| Jun 2012 | $57.2M | $57.2M | $0 | 1 | 400 |
| Mar 2011 | $51.2M | $51.2M | $0 | 5 | -- |
| Apr 2009 | $29.7M | $29.7M | $0 | 5 | -- |
| Mar 2009 | $29.7M | $29.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$194.7M
Discretionary$188.9M
Non-Disc.$5.8M
Employees3
Clients0
DateMar 2024
Total AUM$262.2M
Discretionary$258.2M
Non-Disc.$4M
Employees3
Clients0
DateJan 2023
Total AUM$195.8M
Discretionary$192.8M
Non-Disc.$3M
Employees3
Clients0
DateJan 2022
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$78M
Discretionary$1.6M
Non-Disc.$76.4M
Employees1
Clients185
DateMar 2016
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees3
Clients212
DateFeb 2015
Total AUM$78.9M
Discretionary$78.9M
Non-Disc.$0
Employees2
Clients200
DateFeb 2015
Total AUM$78.9M
Discretionary$78.9M
Non-Disc.$0
Employees3
Clients212
DateSep 2014
Total AUM$74.7M
Discretionary$74.7M
Non-Disc.$0
Employees3
Clients212
DateFeb 2014
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees2
Clients212
DateFeb 2013
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees2
Clients198
DateJun 2012
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees1
Clients400
DateMar 2011
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$29.7M
Discretionary$29.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$29.7M
Discretionary$29.7M
Non-Disc.$0
Employees5
Clients--