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Partners Capital Services, Inc.

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Client assets under management

$64,855,303

Clients

210

56% high-net worth

Advisors

14

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

15

Very Low

Average account size

$308,835

About

Partners Capital Services, Inc. provides investment supervisory services and individual portfolio management to individuals (including high-net-worth clients), small businesses, corporations, and trusts. The firm offers continuous portfolio management using both discretionary and non-discretionary arrangements and also facilitates access to third‑party money managers.

Investment recommendations are developed through an individualized data‑gathering process and implemented across a range of strategies and products, with analysis methods that include fundamental, technical, and third‑party manager review. A substantial portion of client assets are managed through fee‑based, client‑directed programs and sub‑advisers on the RBC platform rather than solely by in‑house discretionary authority.

Notably, as of December 31, 2025 the firm reported approximately $83.08 million managed on a non‑discretionary basis versus about $26.01 million held discretionary, reflecting an operational emphasis on client‑directed accounts. The firm does not list standalone financial planning among its primary services, and its personnel maintain broker‑dealer and insurance relationships and use RBC clearing and third‑party manager platforms, which can affect implementation and compensation arrangements.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Concentrated stock management

Fee options

Percentage

0.75% to 2.50% annually (negotiated based on client circumstances)

Commissions

Commissions and 12b-1 fees earned by certain personnel acting as registered representatives in separate brokerage accounts; insurance commissions from sale of insurance products.

Other

Account minimum: $5,000 for Individual Portfolio Management; $100,000 for Portfolio Management Service (Third Party/Selection of Advisor and monitor)

Main office location

Partners Capital Services, Inc.

205 Oser Ave

Hauppauge NY 11788, United States

Number of offices

2

Most active in

Alabama · Arizona · Arkansas · California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Carolina · South Dakota · Texas · Vermont · Virginia · Washington

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

John G

Series 63, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

John Gardini is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with American Capital Partners since 2003. Outside of his advisory role, he is president and owner of Anthony Associates, Inc., a real estate non-investment related business. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets through a team of 12 advisors. The firm employs client-specific investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers, with an emphasis on client-directed account programs.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Guy G

Series 63, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Guy Gorham is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Milestone Financial since 1999. Outside of his advisory role, he is involved in a health insurance referral business through Financial Liberty Group. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in assets across about 195 clients, employing a range of strategies that include fundamental and technical analysis, options strategies, and third-party money managers, with a focus on client-directed account programs.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Richard H

Series 63, Series 65

Atlanta, GA

Partners Capital Services, Inc.

Richard Houghton is a financial advisor with Partners Capital Services, Inc. based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at American Capital Partners, LLC since 2013 and L.M. Kohn & Company since 2012. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm serves approximately 195 clients with a team of 12 advisors and manages around $94.1 million in client assets, offering personalized investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Edward C

Series 63

Hauppauge, NY

Partners Capital Services, Inc.

Edward Cahill is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Partners Capital Services since 2003 and American Capital Partners since 2002. Cahill is also president of Century Management, LLC, an outside business activity unrelated to investment advisory services. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets through a team of 12 advisors. The firm offers personalized investment policies and employs various strategies including fundamental and technical analysis, options strategies, and the use of third-party money managers.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Lawrence J

Series 63, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Lawrence Just is a financial advisor with Partners Capital Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at American Capital Partners, LLC, Ameriprise Financial Services, Inc., and Morgan Stanley. Outside of his advisory work, he serves as president of PELUT Devices Inc. and is on the executive board of the St. Catherine of Siena Foundation. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets through a team of 12 advisors. The firm emphasizes client-specific investment policies and a range of strategies, with a significant portion of assets managed on a non-discretionary, client-directed basis.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Robert D

Series 63, Series 65

Hauppauge, NY

Partners Capital Services, Inc.

Robert Dahroug is a financial advisor with Partners Capital Services, Inc. and holds Series 63 and Series 65 designations. He has 22 years of industry experience, including prior roles at J.P. Morgan Securities LLC and American Capital Partners, LLC. Dahroug is based in Hauppauge, NY. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering personalized investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Frank P

Series 63, Series 65, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Frank Palumbo is a financial advisor with Partners Capital Services, Inc., holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been affiliated with American Capital Partners since 2006. Outside of his advisory role, he serves as an assistant coach at SUNY Old Westbury. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering customized investment strategies that include fundamental and technical analysis, options strategies, and access to third-party money managers.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Steven S

Series 63, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Steven Schneider is a financial advisor with Partners Capital Services, Inc. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Steven has been associated with American Capital Partners, LLC since 2012. Outside of his advisory role, he is involved in soccer training through a separate business activity. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm offers personalized portfolio management and access to third-party sub-advisers, managing approximately $94.1 million in client assets across a team of 12 advisors.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Michael M

Series 63, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Michael Montelli is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Milestone Financial Services, Inc. since 1999. Montelli serves as Vice President of Rhino Partners LLC, a holding company, on a part-time basis. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets. The firm employs a variety of investment strategies and emphasizes client-directed account programs.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Thomas J

Series 63, Series 65, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Thomas Judge is a financial advisor at Partners Capital Services, Inc. with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Partners Capital Services, LLC since 2016 and American Capital Partners, LLC since 2011. Outside of his advisory role, he operates a web-based goods purchasing center and a catering service. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering tailored investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Anthony S

Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Anthony Santo is a financial advisor with Partners Capital Services, Inc. and holds the Series 66 designation. He has seven years of industry experience, with prior roles at firms including LPL Financial, Merrill, and Bank of America. In addition to his advisory work, Santo is also an insurance agent specializing in non-variable insurance products. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets across a team of 12 advisors, offering personalized investment strategies that incorporate fundamental and technical analysis, options strategies, and third-party money managers.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Jason W

Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Jason Weintraub is a financial advisor at Partners Capital Services, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including BlackRock Investments LLC, Craig-Hallum Capital Group, and Deloitte Consulting LLP. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering personalized portfolio management and access to third-party sub-advisers with a focus on client-directed account programs.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Ronald G

Series 63, Series 65

Smiths, AL

Partners Capital Services, Inc.

Ronald Garney is a financial advisor with Partners Capital Services, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at American Capital Partners, LLC since 2013 and L.M. Kohn & Company since 2012. Outside of advisory duties, he serves as a registered agent with Partners Capital and is involved with BRG Financial, LLC during non-market hours. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, focusing on client-specific investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and access to third-party money managers.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Erik D

Series 63, Series 65, Series 66

Hauppauge, NY

Partners Capital Services, Inc.

Erik Drewes is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Milestone Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Rhino Partners LLC and is an owner of SaltLife5 Inc. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering tailored investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money management.

Options & derivatives strategies Active portfolio management Concentrated stock management
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