CAPITAL PARTNERS HOLDINGS, INC.
CRD #161657 SEC #801-74335 NORWALK, CT 203-625-0770
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
25
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $1.2B | $1.2B | $0 | 25 | 0 |
| Oct 2023 | $1.2B | $1.2B | $0 | 25 | 0 |
| Apr 2023 | $1.2B | $1.2B | $0 | 25 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 25 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 21 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 21 | 0 |
| Jul 2021 | $1.1B | $1.1B | $0 | 22 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 22 | 0 |
| Sep 2020 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 15 | 0 |
| Mar 2018 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2017 | $592.2M | $592.2M | $0 | 12 | 11 |
| Mar 2016 | $626.5M | $626.5M | $0 | 10 | 11 |
| Mar 2015 | $601.5M | $601.5M | $0 | 9 | 11 |
| Apr 2014 | $582.5M | $582.5M | $0 | 8 | 11 |
| Mar 2014 | $582.5M | $582.5M | $0 | 8 | 11 |
| Mar 2013 | $348M | $348M | $0 | 8 | 11 |
| Mar 2012 | $344M | $344M | $0 | -- | 11 |
| Feb 2012 | $344M | $344M | $0 | -- | 11 |
DateOct 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateJul 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$592.2M
Discretionary$592.2M
Non-Disc.$0
Employees12
Clients11
DateMar 2016
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees10
Clients11
DateMar 2015
Total AUM$601.5M
Discretionary$601.5M
Non-Disc.$0
Employees9
Clients11
DateApr 2014
Total AUM$582.5M
Discretionary$582.5M
Non-Disc.$0
Employees8
Clients11
DateMar 2014
Total AUM$582.5M
Discretionary$582.5M
Non-Disc.$0
Employees8
Clients11
DateMar 2013
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees8
Clients11
DateMar 2012
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees--
Clients11
DateFeb 2012
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees--
Clients11