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).

By the Numbers
  • Total Assets Under Management
    8,299
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $21,896,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY, TX

Financial Advisors at Partners Capital Investment Group (holdings), LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Fox
CRD#: 4894225
50 Rowes Wharf, 4th Floor, Boston, MA 02110
87
Wealthminder
score

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.

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