Partners Capital Services, Inc.
- Regulatory AUM
- $109M
- Discretionary
- $26.0M
- Clients
- 238
- Avg AUM / client
- $458K
- Accounts
- 238
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 92 | $15.8M | 14.5% |
| High net worth individuals | 118 | $49.0M | 44.9% |
| Pension and profit sharing plans | 4 | $2.4M | 2.16% |
| Corporations and other businesses | 5 | $20.3M | 18.6% |
| Other | 19 | $21.6M | 19.8% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Michael Cahill | President | Jun 2003 (23y) | 25% – 50% | |
| John Charles Gardini | Shareholder | Feb 2006 (21y) | 10% – 25% | |
| Steven Andrew Schneider | Chief Compliance Officer | Aug 2015 (11y) | Less than 5% | |
| Gardini, Anthony, Michael | Shareholder | Mar 2016 (10y) | 25% – 50% | |
| Frank Palumbo | Registered representative | Jun 2008 (18y) | ||
| Richard Daniel Houghton | Registered representative | Feb 2013 (13y) | ||
| Ronald George Garney | Registered representative | Feb 2013 (13y) | ||
| Thomas Cullen Judge | Registered representative | May 2016 (10y) | ||
| Erik John Drewes | Registered representative | Sep 2016 (10y) | ||
| Guy Richard Gorham | Registered representative | Feb 2019 (7y) | ||
| Michael Montelli | Registered representative | Sep 2019 (7y) | ||
| Robert G. Dahroug | Registered representative | Apr 2021 (5y) | ||
| Lawrence Just | Registered representative | Jan 2023 (4y) | ||
| Jason Scott Weintraub | Registered representative | Jul 2024 (2y) | ||
| Anthony Santo | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $109M (100% of AUM) Feb 2026
- Principal Securities, Inc. $16.9M (11% of AUM) Mar 2022
- National Financial Services (Fidelity) $10.1M (7% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗