{"url":"https://nivawealth.com/firms/partners-capital-services-127621","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/127621","regulatoryAum":109086679,"crd":"127621","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2310758","suffix":"JR","lastName":"CAHILL","firstName":"EDWARD","middleName":"MICHAEL"},{"crd":"4249741","suffix":null,"lastName":"Dahroug","firstName":"Robert","middleName":"G."},{"crd":"2187363","suffix":null,"lastName":"DREWES","firstName":"ERIK","middleName":"JOHN"},{"crd":"2408960","suffix":null,"lastName":"GARDINI","firstName":"JOHN","middleName":"CHARLES"},{"crd":"2117430","suffix":null,"lastName":"GARNEY","firstName":"RONALD","middleName":"GEORGE"},{"crd":"2846190","suffix":null,"lastName":"GORHAM","firstName":"GUY","middleName":"RICHARD"},{"crd":"1224746","suffix":null,"lastName":"HOUGHTON","firstName":"RICHARD","middleName":"DANIEL"},{"crd":"2730426","suffix":null,"lastName":"JUDGE","firstName":"THOMAS","middleName":"CULLEN"},{"crd":"6285669","suffix":null,"lastName":"JUST","firstName":"LAWRENCE","middleName":null},{"crd":"1930904","suffix":null,"lastName":"MONTELLI","firstName":"MICHAEL","middleName":null},{"crd":"2165975","suffix":null,"lastName":"PALUMBO","firstName":"FRANK","middleName":null},{"crd":"7005813","suffix":null,"lastName":"SANTO","firstName":"ANTHONY","middleName":null},{"crd":"6205010","suffix":null,"lastName":"SCHNEIDER","firstName":"STEVEN","middleName":"ANDREW"}],"total":13,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":113505303,"clients":219,"employees":17,"offices":3},{"filedOn":"2022-03-29","regulatoryAum":153537179,"clients":307,"employees":17,"offices":3},{"filedOn":"2023-06-26","regulatoryAum":114003524,"clients":298,"employees":20,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":138817638,"clients":296,"employees":18,"offices":2},{"filedOn":"2025-03-12","regulatoryAum":94085513,"clients":215,"employees":18,"offices":2},{"filedOn":"2026-02-27","regulatoryAum":109086679,"clients":238,"employees":18,"offices":2}],"secFileNumber":"801-79450","legalName":"Partners 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They include 118 high-net-worth individuals, 92 individual clients and 19 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Partners Capital Services offer?","answer":"Partners Capital Services provides portfolio management for individuals and small businesses and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Partners Capital Services use?","answer":"Partners Capital Services’ separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $109M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Partners Capital Services have?","answer":"Partners Capital Services has 18 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. 18 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Partners Capital Services invest in?","answer":"At the end of its last fiscal year, Partners Capital Services’ separately managed accounts held 45% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 11% state and local bonds, 10% U.S. government and agency bonds, 8% cash and equivalents, 1% investment grade corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Partners Capital Services?","answer":"Partners Capital Services’ direct owners are Edward Cahill, John Gardini and Anthony Gardini, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Partners Capital Services get paid?","answer":"Partners Capital Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Partners Capital Services?","answer":"Partners Capital Services’ main office is at 205 Oser Ave, Hauppauge, NY 11788. Its phone number is 631-851-0918. Its website is partcapservices.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}