PARTNERS CAPITAL SERVICES, INC.
CRD #127621 SEC #801-79450 HAUPPAUGE, NY 631-851-0918
SEC Registered
Total AUM
$94.1M
Discretionary
$19.1M
Employees
18
Clients
26
Accounts
215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $94.1M | $19.1M | $75M | 18 | 8 |
| Mar 2025 | $94.1M | $19.1M | $75M | 18 | 8 |
| Oct 2024 | $138.8M | $302K | $138.5M | 18 | 11 |
| Mar 2024 | $138.8M | $302K | $138.5M | 18 | 11 |
| Jun 2023 | $114M | $0 | $114M | 20 | 0 |
| Mar 2023 | $114M | $0 | $114M | 20 | 0 |
| Jan 2023 | $114M | $0 | $114M | 20 | 0 |
| Jan 2023 | $114M | $0 | $114M | 20 | 0 |
| Jan 2023 | $114M | $0 | $114M | 20 | 0 |
| Mar 2022 | $153.5M | $0 | $153.5M | 17 | 0 |
| Jan 2022 | $113.5M | $0 | $113.5M | 17 | 0 |
| Mar 2021 | $113.5M | $0 | $113.5M | 17 | 0 |
| Feb 2021 | $113.5M | $0 | $113.5M | 17 | 0 |
| Oct 2020 | $79.6M | $0 | $79.6M | 16 | 0 |
| Jun 2020 | $79.6M | $0 | $79.6M | 16 | 0 |
| Feb 2020 | $79.6M | $0 | $79.6M | 16 | 0 |
| Feb 2020 | $79.6M | $0 | $79.6M | 16 | 0 |
| Nov 2019 | $63.2M | $0 | $63.2M | 15 | 0 |
| Oct 2019 | $63.2M | $0 | $63.2M | 15 | 0 |
| Aug 2019 | $63.2M | $0 | $63.2M | 15 | 0 |
| Aug 2019 | $63.2M | $0 | $63.2M | 15 | 0 |
| Mar 2019 | $63.2M | $0 | $63.2M | 15 | 0 |
| Feb 2019 | $63M | $0 | $63M | 15 | 0 |
| Jan 2019 | $63M | $0 | $63M | 15 | 0 |
| Feb 2018 | $70.5M | $0 | $70.5M | 15 | 0 |
| Nov 2017 | $65.8M | $0 | $65.8M | 15 | 0 |
| Sep 2017 | $69.8M | $0 | $69.8M | 15 | 140 |
| Mar 2017 | $63.6M | $0 | $63.6M | 15 | 140 |
| Aug 2016 | $35M | $0 | $35M | 13 | 110 |
| Jul 2016 | $35M | $0 | $35M | 13 | 110 |
| Mar 2016 | $35M | $0 | $35M | 13 | 110 |
| Jan 2016 | $35M | $0 | $35M | 13 | 110 |
| Feb 2015 | $43M | $0 | $43M | 11 | 120 |
| Nov 2014 | $32M | $0 | $32M | 11 | 120 |
| Apr 2014 | $32M | $0 | $32M | 11 | 120 |
| Mar 2014 | $32M | $0 | $32M | 11 | 120 |
DateMar 2025
Total AUM$94.1M
Discretionary$19.1M
Non-Disc.$75M
Employees18
Clients8
DateMar 2025
Total AUM$94.1M
Discretionary$19.1M
Non-Disc.$75M
Employees18
Clients8
DateOct 2024
Total AUM$138.8M
Discretionary$302K
Non-Disc.$138.5M
Employees18
Clients11
DateMar 2024
Total AUM$138.8M
Discretionary$302K
Non-Disc.$138.5M
Employees18
Clients11
DateJun 2023
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees20
Clients0
DateMar 2023
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees20
Clients0
DateJan 2023
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees20
Clients0
DateJan 2023
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees20
Clients0
DateJan 2023
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees20
Clients0
DateMar 2022
Total AUM$153.5M
Discretionary$0
Non-Disc.$153.5M
Employees17
Clients0
DateJan 2022
Total AUM$113.5M
Discretionary$0
Non-Disc.$113.5M
Employees17
Clients0
DateMar 2021
Total AUM$113.5M
Discretionary$0
Non-Disc.$113.5M
Employees17
Clients0
DateFeb 2021
Total AUM$113.5M
Discretionary$0
Non-Disc.$113.5M
Employees17
Clients0
DateOct 2020
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees16
Clients0
DateJun 2020
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees16
Clients0
DateFeb 2020
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees16
Clients0
DateFeb 2020
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees16
Clients0
DateNov 2019
Total AUM$63.2M
Discretionary$0
Non-Disc.$63.2M
Employees15
Clients0
DateOct 2019
Total AUM$63.2M
Discretionary$0
Non-Disc.$63.2M
Employees15
Clients0
DateAug 2019
Total AUM$63.2M
Discretionary$0
Non-Disc.$63.2M
Employees15
Clients0
DateAug 2019
Total AUM$63.2M
Discretionary$0
Non-Disc.$63.2M
Employees15
Clients0
DateMar 2019
Total AUM$63.2M
Discretionary$0
Non-Disc.$63.2M
Employees15
Clients0
DateFeb 2019
Total AUM$63M
Discretionary$0
Non-Disc.$63M
Employees15
Clients0
DateJan 2019
Total AUM$63M
Discretionary$0
Non-Disc.$63M
Employees15
Clients0
DateFeb 2018
Total AUM$70.5M
Discretionary$0
Non-Disc.$70.5M
Employees15
Clients0
DateNov 2017
Total AUM$65.8M
Discretionary$0
Non-Disc.$65.8M
Employees15
Clients0
DateSep 2017
Total AUM$69.8M
Discretionary$0
Non-Disc.$69.8M
Employees15
Clients140
DateMar 2017
Total AUM$63.6M
Discretionary$0
Non-Disc.$63.6M
Employees15
Clients140
DateAug 2016
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees13
Clients110
DateJul 2016
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees13
Clients110
DateMar 2016
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees13
Clients110
DateJan 2016
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees13
Clients110
DateFeb 2015
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees11
Clients120
DateNov 2014
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees11
Clients120
DateApr 2014
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees11
Clients120
DateMar 2014
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees11
Clients120