RIA Intelligence

PARTNER ADVISORY SERVICES, L.P.

CRD #146756 SEC #801-69014 SAN FRANCISCO, CA 415-281-1000
SEC Registered
Total AUM
$164.8M
Discretionary
$164.8M
Employees
--
Clients
--
Accounts
4

Firm Details

Organization Type
Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ARISTIDES, CHRISTOPHER, GEORGEIPARTNERNA
FITZGERALD, LINDA, ELIZABETHICHIEF COMPLIANCE OFFICER, PARTNERNA Control
FITZGERALD, LINDA, ELIZABETHICHIEF COMPLIANCE OFFICER, PARTNERNA Control
FITZGERALD, LINDA, ELIZABETHICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GREENFIELD, JASON, NOAHIPARTNERNA
GREENFIELD, JASON, NOAHIPARTNERNA
GREENFIELD, JASON, NOAHIPARTNERNA
LOW, ALISTAIR, GRAHAM SCOTTIPARTNERNA
LOW, ALISTAIR, GRAHAM SCOTTIPARTNERNA
LOW, ALISTAIR, GRAHAM SCOTTIPARTNERNA
MOORE, ERIC, TODDICHIEF FINANCIAL OFFICER, PARTNERNA Control
MOORE, ERIC, TODDICHIEF FINANCIAL OFFICER, PARTNERNA Control
MOORE, ERIC, TODDICFO, PARTNERNA Control
MOORE, ERIC, TODDICHIEF FINANCIAL OFFICER, PARTNERNA Control
PARTNER ADVISORY SERVICES GP, LLCDEGENERAL PARTNERNA Control
PARTNER ADVISORY SERVICES GP, LLCDEGENERAL PARTNERNA Control
PARTNER ADVISORY SERVICES GP, LLCDEGENERAL PARTNERNA Control
SADOW, DARIN, SCOTTICHIEF COMPLIANCE OFFICERNA
SUMME, KIMBERLY, ANNEIGENERAL COUNSEL, PARTNERNA
SUMME, KIMBERLY, ANNEIGENERAL COUNSEL, PARTNERNA
SUMME, KIMBERLY, ANNEIGENERAL COUNSELNA
JAMES, CHRISTOPHER, MEDLOCKIMANAGING PARTNERC Control
JAMES, CHRISTOPHER, MEDLOCKIMANAGING PARTNERC Control
JAMES, CHRISTOPHER, MEDLOCKIMANAGING PARTNERC Control
JAMES, CHRISTOPHER, MEDLOCKIMANAGING PARTNERC Control
ARISTIDES, CHRISTOPHER, GEORGEIPARTNERB
ARISTIDES, CHRISTOPHER, GEORGEIPARTNERB
ARISTIDES, CHRISTOPHER, GEORGEIPARTNERB
GROSSMAN, BRIAN, DAVIDIPARTNERB
GROSSMAN, BRIAN, DAVIDIPARTNERB
GROSSMAN, BRIAN, DAVIDIPARTNERB
GROSSMAN, BRIAN, DAVIDIPARTNERA
PARTNER ADVISORY SERVICES GP, LLCDEGENERAL PARTNERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JAMES, CHRISTOPHER, MEDLOCKIPARTNER ADVISORY SERVICES GP, LLCE Control
JAMES, CHRISTOPHER, MEDLOCKIPARTNER ADVISORY SERVICES GP, LLCE Control
JAMES, CHRISTOPHER, MEDLOCKIPARTNER ADVISORY SERVICES GP, LLCE Control
JAMES, CHRISTOPHER, MEDLOCKIPARTNER ADVISORY SERVICES GP, LLCE Control

Registrations

Federal

IA
Mar 31, 2011 REGISTERED

Notice Filings (1)

CA

Address

FOUR EMBARCADERO CENTER
SUITE 3500
SAN FRANCISCO, CA 94111
United States
Phone: 415-281-1000