PARTNERS CAPITAL SERVICES, INC.

205 Oser Ave
Hauppauge, New York 11788
Tel: 631-851-0918

About PARTNERS CAPITAL SERVICES, INC.

PARTNERS CAPITAL SERVICES, INC, formally registered with the SEC as PARTNERS CAPITAL SERVICES, INC. The firm was established in 04/18/2014. They have over 2 offices throughout the country.

PARTNERS CAPITAL SERVICES, INC. is a Hauppauge, New York based Financial Planning firm with nearly $138,817,638 assets under management, offering retirement planning & investment advisory services to 296 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127621
SEC#	801-79450
Assets Managed by Firm	$138,817,638
No. of Clients	296
No. of Advisors	18

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	296	$138,817,638
Individuals (other than high net worth individuals)	192	$18,910,991
High net worth individuals	66	$55,039,947
Pension and profit sharing plans	4	$5,707,652
Corporations or other businesses	6	$14,262,476

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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