Partners Capital, LLC logo

Partners Capital, LLC

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Client assets under management

$29,890,000

Clients

42

36% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

7

Very Low

Average account size

$711,667

About

Partners Capital, LLC advises both individual clients (including high-net-worth individuals) and pooled investment vehicles, and provides portfolio management, financial planning, retirement and tax planning, estate planning, and family office services. The firm also manages a private fund, Partners Capital Investments, LP, and makes fund documents available on the SEC’s EDGAR system.

Unlike many team firms, a substantial portion of its advisory AUM is held in non‑discretionary accounts: the firm delivers written recommendations that clients approve before execution, while the private fund is managed on a discretionary basis. Investment analysis combines cyclical, fundamental, technical and modern portfolio theory techniques, and the fund strategy emphasizes credit and equity trades, liquidity management, and the use of derivatives and hedging when appropriate.

Partners Capital operates multiple offices (six locations), and functions as a private fund adviser and fund sponsor/syndicator, activities that are less common for firms of this size and structure. The firm recently added Financial Planning as a formal service and discloses its affiliated‑entity relationships and pooled vehicle management in its brochure.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually

Project-based

$350 per hour for financial planning services.

Performance-based

15% performance allocation on net new profits of the private fund (Partners Capital Investments, LP) managed by the firm, subject to high water mark.

Other

Account minimum: $250,000

Main office location

Partners Capital, LLC

3401 Mallory Lane, Suite 100

Franklin TN 37067, United States

Number of offices

6

Most active in

Arizona · Florida · New Jersey · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Manuel P

Series 65

Scottsdale, AZ

Partners Capital, LLC

Manuel Parra is a financial advisor with Partners Capital, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles with Encompass More Asset Management LLC and involvement in professional baseball organizations such as the San Francisco Giants, Chicago Cubs, and Yucatan Leones Baseball Club. Partners Capital, LLC provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and private fund management. The firm combines predominantly non-discretionary management for individual clients with discretionary management of a private pooled investment vehicle.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

Kyle F

Series 63, Series 65

Austin, TX

Partners Capital, LLC

Kyle Fitzgerald is a financial advisor with Partners Capital, LLC in Austin, TX, holding Series 63 and Series 65 licenses. He has 19 years of industry experience, including 16 years at Gracie Asset Management and a current role at Credit Suisse Securities. Outside of his advisory work, he is a partial owner of a small boutique hotel in New Orleans. Partners Capital, LLC provides advisory services to individual and high-net-worth clients as well as pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm employs a research-driven approach with a focus on credit and fixed-income exposure alongside equity positions, delivering both non-discretionary management for individual clients and discretionary management for private pooled vehicles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

Michael T

Series 65

Fernandina Beach, FL

Partners Capital, LLC

Michael Tison is a financial advisor at Partners Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Capital Advisors Consulting, Inc. for 15 years. He is a partner in Partners Capital Investments GP, LLC, a hedge fund focused on fixed income and equity liquid securities for accredited investors. Partners Capital, LLC provides advisory services to individual and high-net-worth clients as well as pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm combines predominantly non-discretionary management for individual clients with discretionary management of private pooled vehicles, employing a research-driven investment approach emphasizing credit and fixed-income exposure alongside equity positions.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

Eric F

Series 63, Series 65

Franklin, TN

Partners Capital, LLC

Eric Fitzgerald is a financial advisor at Partners Capital, LLC with 1 year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gracie Credit for 19 years and Deutsche Bank Securities Inc for over two decades. Fitzgerald is also a partner in Partners Capital Investments GP, Inc., managing a hedge fund focused on fixed income and equity liquid securities for accredited investors. Partners Capital, LLC provides advisory services to individual and high-net-worth clients as well as pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm combines primarily non-discretionary management for individual clients with discretionary management of private pooled vehicles, employing a research-driven approach emphasizing credit and fixed income alongside equity positions.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

Kenneth G

Series 63, Series 65

Austin, TX

Partners Capital, LLC

Kenneth Gamble is a financial advisor at Partners Capital, LLC with 13 years of industry experience. His prior roles include positions at Capital Advisors Asset Management, Inc. and Smile Power Orthodontics. He is a co-member of an owner-occupied building entity alongside his spouse, who operates an orthodontic practice there. Partners Capital, LLC provides advisory services to individual and high-net-worth clients and manages pooled investment vehicles. The firm combines primarily non-discretionary portfolio management for individual clients with discretionary management of a private fund focused on credit, fixed income, and equity investments.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

Charles W

CFP®, Series 63, Series 66

Fernandina Beach, FL

Partners Capital, LLC

Charles Williams is a CFP® with 10 years of industry experience, currently serving at Partners Capital, LLC. He has held various roles at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2015 to 2025. Partners Capital, LLC provides advisory services to individual and high-net-worth clients as well as pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm combines predominantly non-discretionary management for individual clients with discretionary management for its private pooled vehicles, using a research-driven approach focused on credit, fixed income, and equity positions.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
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