Partners Capital Investment Group (holdings), LLC
Partners Capital Investment Group (holdings), LLC (CRD# 120663) is a financial advisory firm headquartered in Boston, MA. They manage $8,298,684,812 in 379 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management8,299MILLION
Total Number of Accounts379ACCOUNTS
Average Account Value$21,896,266
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, FL, MA, NY, TX
William Fox (CRD# 4894225) is an Investment Advisor Representative working at Partners Capital Investment Group (holdings), LLC in Boston, MA and has 1 year of experience in the finance industry.