Family Partners Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,106,221
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
160
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
160
Very HighAverage account size
$563,164
About
Family Partners Capital serves high‑net‑worth individuals and institutional clients such as endowments and foundations and does not maintain relationships with non‑high‑net‑worth retail individual clients. The firm provides discretionary portfolio management focused on equities and ETFs and may act as a sub‑adviser to unaffiliated advisors.
The adviser pursues a concentrated, fundamentally driven equity strategy generally holding 20–30 public companies, with portfolios governed by client Investment Policy Statements and managed under discretionary authority. The firm also uses short‑term trading and options strategies (including covered and uncovered positions) and documents risk tolerances and account restrictions for each client.
Distinctively, the firm publishes and advertises its performance results, a practice that is uncommon among peers, and it discloses receipt of economic benefits from its custodian relationship while maintaining no stated account minimum. Clients receive monthly reporting and account reviews, and the firm emphasizes allocation policies intended to treat clients equitably when investment opportunities are limited.
Client services
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Fee options
1.50% annually
Main office location
Family Partners Capital, LLC
587 R Bay Road
Hamilton MA 01936, United States
Number of offices
1
Most active in
Family Partners Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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