DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARTNERS CAPITAL SERVICES, INC.

CRD 127621

HAUPPAUGE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4000a00-49f0-ac89-705a-043c145a938d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 6
On other graphs: 0
Observed: Mar 21, 2014 to Feb 27, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.59 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=18.0
Regulatory AUM: $109MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $26.0M
Private client RAUM: $64.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 59%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $8.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 238
Individual clients: 92
High net worth clients: 118
SEC number: 801-79450
CRD: 127621
Filings on the tape: 40
First filed: Mar 21, 2014
Latest filed: Feb 27, 2026
Organised: Corporation, NY
Website: partcapservices.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD MICHAEL CAHILL	n/a	HAUPPAUGE, NY	21	33	n/a	yes
JOHN CHARLES GARDINI	n/a	HAUPPAUGE, NY	20	32	n/a	yes
FRANK PALUMBO	n/a	HAUPPAUGE, NY	18	34	2	yes
RICHARD DANIEL HOUGHTON	n/a	Atlanta, GA \| HAUPPAUGE, NY	13	42	3	yes
RONALD GEORGE GARNEY	n/a	SMITHS, AL \| HAUPPAUGE, NY	13	34	6	yes
STEVEN ANDREW SCHNEIDER	n/a	HAUPPAUGE, NY	11	13	n/a	yes
THOMAS CULLEN JUDGE	n/a	HAUPPAUGE, NY	10	30	1	yes
ERIK JOHN DREWES	n/a	HAUPPAUGE, NY \| Jacksonville, FL	10	34	n/a	yes
GUY RICHARD GORHAM	n/a	HAUPPAUGE, NY	7	29	n/a	yes
MICHAEL MONTELLI	n/a	HAUPPAUGE, NY	7	37	n/a	yes
Robert G. Dahroug	n/a	HAUPPAUGE, NY	5	25	5	yes
LAWRENCE JUST	n/a	HAUPPAUGE, NY	3	12	2	yes
ANTHONY SANTO	n/a	HAUPPAUGE, NY	0	10	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAHILL, EDWARD, MICHAEL	President	C	yes	06/2003	Mar 21, 2014	Oct 8, 2024
GARDINI, ANTHONY, MICHAEL	Shareholder	C	yes	03/2016	Mar 21, 2017	Oct 8, 2024
GARDINI, JOHN, CHARLES	Shareholder	B	yes	02/2006	Mar 21, 2014	Oct 8, 2024
SCHNEIDER, STEVEN, ANDREW	CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Jan 20, 2023	Oct 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ACP VENTURE CAPITAL MANAGEMENT FUND LLC	n/a	Asset manager	$786M	N	yes	n/a
AMERICAN CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$109M	$26.0M	18	12	1	n/a	n/a
2024	Mar 12, 2025	$94.1M	$19.1M	18	12	1	n/a	n/a
2023	Mar 28, 2024	$139M	$301,961	18	11	1	n/a	n/a
2022	Jan 20, 2023	$114M	$0	20	12	1	n/a	n/a
2021	Mar 29, 2022	$154M	$0	17	15	2	n/a	n/a
2020	Feb 10, 2021	$114M	$0	17	15	2	n/a	n/a
2019	Feb 4, 2020	$79.6M	$0	16	14	2	n/a	n/a
2018	Jan 30, 2019	$63.0M	$0	15	13	2	n/a	n/a
2017	Feb 22, 2018	$70.5M	$0	15	13	2	n/a	n/a
2016	Mar 21, 2017	$63.6M	$0	15	13	n/a	n/a	n/a
2015	Jan 28, 2016	$35.0M	$0	13	11	n/a	n/a	n/a
2014	Feb 4, 2015	$43.0M	$0	11	10	n/a	n/a	n/a
2013	Apr 10, 2014	$32.0M	$0	11	10	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	7.7%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$109M	$94.1M	15.9%	$114M	-1.5%	18	18	1	1

Relationships

Affiliated with (1)

→ ACP VENTURE CAPITAL MANAGEMENT FUND LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (25)

← ANTHONY SANTOAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← LAWRENCE JUSTAdvisorregistration: current employment
Jan 9, 2023 to presentfactForm ADV
← Robert G. DahrougAdvisorregistration: current employment
Apr 15, 2021 to presentfactForm ADV
← MICHAEL MONTELLIAdvisorregistration: current employment
Sep 17, 2019 to presentfactForm ADV
← GUY RICHARD GORHAMAdvisorregistration: current employment
Feb 21, 2019 to presentfactForm ADV
← ERIK JOHN DREWESAdvisorregistration: current employment
Sep 14, 2016 to presentfactForm ADV
← THOMAS CULLEN JUDGEAdvisorregistration: current employment
May 24, 2016 to presentfactForm ADV
← STEVEN ANDREW SCHNEIDERAdvisorregistration: current employment
Aug 26, 2015 to presentfactForm ADV
← RICHARD DANIEL HOUGHTONAdvisorregistration: current employment
Feb 12, 2013 to presentfactForm ADV
← RONALD GEORGE GARNEYAdvisorregistration: current employment
Feb 12, 2013 to presentfactForm ADV
← FRANK PALUMBOAdvisorregistration: current employment
Jun 5, 2008 to presentfactForm ADV
← JOHN CHARLES GARDINIAdvisorregistration: current employment
Feb 7, 2006 to presentfactForm ADV
← EDWARD MICHAEL CAHILLAdvisorregistration: current employment
Oct 7, 2004 to presentfactForm ADV
← Kevin M. SheehyAdvisorregistration: previous registration
Sep 17, 2024 to Dec 3, 2025factForm ADV
← TIMOTHY VINCENT LONGOAdvisorregistration: previous registration
Aug 27, 2015 to Oct 28, 2024factForm ADV
← KEVIN JOHN MCPHEEAdvisorregistration: previous registration
Oct 5, 2015 to Feb 1, 2024factForm ADV
← Robert Anthony BottoniAdvisorregistration: previous registration
Apr 13, 2021 to Apr 3, 2023factForm ADV
← Colin D MoeAdvisorregistration: previous registration
Jul 17, 2020 to Dec 16, 2021factForm ADV
← Charles PrinceAdvisorregistration: previous registration
Jun 14, 2017 to Jul 15, 2021factForm ADV
← JOSH ALAN FRANKELAdvisorregistration: previous registration
Sep 13, 2012 to Jan 20, 2017factForm ADV
← JOSE RAFAEL MARMOLAdvisorregistration: previous registration
Jun 5, 2008 to Dec 9, 2016factForm ADV
← JASON JITSURO YAMAMOTOAdvisorregistration: previous registration
May 3, 2010 to May 3, 2016factForm ADV
← MICHELLE Y MANGUMAdvisorregistration: previous registration
Feb 12, 2013 to Oct 1, 2015factForm ADV
← GEORGE PARKER SWIFTAdvisorregistration: previous registration
Feb 12, 2013 to Jul 9, 2015factForm ADV
← JAMES SHAUN DOLANAdvisorregistration: previous registration
May 3, 2005 to Jan 10, 2007factForm ADV

Controls (4)

← GARDINI, ANTHONY, MICHAELOwnerSHAREHOLDER, ownership code C, individual
Mar 21, 2017 to Oct 8, 2024factForm ADV
← CAHILL, EDWARD, MICHAELOwnerPRESIDENT, ownership code C, individual
Mar 21, 2014 to Oct 8, 2024factForm ADV
← GARDINI, JOHN, CHARLESOwnerSHAREHOLDER, ownership code B, individual
Mar 21, 2014 to Oct 8, 2024factForm ADV
← SCHNEIDER, STEVEN, ANDREWOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 20, 2023 to Oct 8, 2024factForm ADV

Dated events

Occurred
Dec 3, 2025
Advisor changed firm
Kevin M. Sheehy left Partners Capital Services, Inc. for J.P. Morgan Securities Llc (registered 2025-11-13)
Form ADVobserved 6 days ago
Occurred
Oct 28, 2024
Advisor changed firm
Timothy Vincent Longo left Partners Capital Services, Inc. for Kestra Advisory Services, Llc (registered 2024-09-30)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2024
Advisor changed firm
Kevin John Mcphee left Partners Capital Services, Inc. for Kestra Advisory Services, Llc (registered 2024-01-04)
Form ADVobserved 6 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Robert Anthony Bottoni left Partners Capital Services, Inc. for Morgan Stanley (registered 2023-03-31)
Form ADVobserved 6 days ago
Occurred
Jan 20, 2023
Control person joined
Andrew Steven Schneider (Chief Compliance Officer) appeared on Schedule A of Partners Capital Services, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 21, 2014
First Form ADV filing
Partners Capital Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4000a00-49f0-ac89-705a-043c145a938d
First observed: Mar 21, 2014
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARTNERS CAPITAL SERVICES, INC.

CRD 127621

HAUPPAUGE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4000a00-49f0-ac89-705a-043c145a938d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD MICHAEL CAHILL

n/a

HAUPPAUGE, NY

n/a

yes

JOHN CHARLES GARDINI

n/a

HAUPPAUGE, NY

n/a

yes

FRANK PALUMBO

n/a

HAUPPAUGE, NY

yes

RICHARD DANIEL HOUGHTON

n/a

Atlanta, GA | HAUPPAUGE, NY

yes

RONALD GEORGE GARNEY

n/a

SMITHS, AL | HAUPPAUGE, NY

yes

STEVEN ANDREW SCHNEIDER

n/a

HAUPPAUGE, NY

n/a

yes

THOMAS CULLEN JUDGE

n/a

HAUPPAUGE, NY

yes

ERIK JOHN DREWES

n/a

HAUPPAUGE, NY | Jacksonville, FL

n/a

yes

GUY RICHARD GORHAM

n/a

HAUPPAUGE, NY

n/a

yes

MICHAEL MONTELLI

n/a

HAUPPAUGE, NY

n/a

yes

Robert G. Dahroug

n/a

HAUPPAUGE, NY

yes

LAWRENCE JUST

n/a

HAUPPAUGE, NY

yes

ANTHONY SANTO

n/a

HAUPPAUGE, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAHILL, EDWARD, MICHAEL

President

yes

06/2003

Mar 21, 2014

Oct 8, 2024

GARDINI, ANTHONY, MICHAEL

Shareholder

yes

03/2016

Mar 21, 2017

Oct 8, 2024

GARDINI, JOHN, CHARLES

Shareholder

yes

02/2006

Mar 21, 2014

Oct 8, 2024

SCHNEIDER, STEVEN, ANDREW

CHIEF COMPLIANCE OFFICER

yes

01/2023

Jan 20, 2023

Oct 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ACP VENTURE CAPITAL MANAGEMENT FUND LLC

n/a

Asset manager

$786M

yes

n/a

AMERICAN CAPITAL PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$109M

$26.0M

n/a

2024

Mar 12, 2025

$94.1M

$19.1M

n/a

2023

Mar 28, 2024

$139M

$301,961

n/a

2022

Jan 20, 2023

$114M

n/a

2021

Mar 29, 2022

$154M

n/a

2020

Feb 10, 2021

$114M

n/a

2019

Feb 4, 2020

$79.6M

n/a

2018

Jan 30, 2019

$63.0M

n/a

2017

Feb 22, 2018

$70.5M

n/a

2016

Mar 21, 2017

$63.6M

n/a

2015

Jan 28, 2016

$35.0M

n/a

2014

Feb 4, 2015

$43.0M

n/a

2013

Apr 10, 2014

$32.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$109M

$94.1M

15.9%

$114M

-1.5%