Capital Preservation Partners Inc. is a large advisory firm based in Bronxville. It manages $92.49 million of regulatory assets for 554 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, and New York.
Capital Preservation Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as real estate development.
The assets under management (AUM) of Capital Preservation Partners Inc. is $92.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 212% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Preservation Partners Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Capital Preservation Partners is high net worth individuals with 19 clients and $60.02 million of assets under management. Among the 9 most similar advisory firms, Capital Preservation Partners has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $92.49 million for 199 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capital Preservation Partners doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capital Preservation Partners Inc. performs its advisory services is located at 55 Pondfield Road, Bronxville, NY 10708 The mailing address of the firm is 55 Pondfield Road, Bronxville, NY 10708. An additional office of the firm is in White Plains, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-337-2272 or by fax 914-961-1715. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at capitalpreservationpartners.net.