Capital Preservation Partners, Inc.
Capital Preservation Partners, Inc. is an SEC-registered mass-market adviser in Bronxville, NY with $222.4M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Capital Preservation Partners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126340, SEC 801-69807, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $222.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Bronxville, NY
- Employees
- 3
- Clients
- 417
- CRD
- 126340
- Ownership
- HYMES, MICHAEL, STEVEN; HODOR, FREDERIC, T.; BELLER, KATHRYN, PAYNE; MULLINS, KEVIN, JAMES; GJONI, ILIR
How much AUM does Capital Preservation Partners, Inc. have?
Capital Preservation Partners, Inc. reported $222.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Capital Preservation Partners, Inc.?
Disclosed owners and executives of Capital Preservation Partners, Inc. include HYMES, MICHAEL, STEVEN, HODOR, FREDERIC, T., BELLER, KATHRYN, PAYNE, MULLINS, KEVIN, JAMES, GJONI, ILIR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.