Form ADV
Under Rule 204-5 under the Investment Advisers Act of 1940, Partners Capital Investment Group, LLP is required to deliver to retail investors a relationship summary disclosing information about the firm. The relationship summary is intended to inform retail investors about: (i) the types of services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.
March 2024
Click here to download a copy of Partners Capital’s Form ADV Part 2A
Click here to download a copy of Partners Capital’s Form CRS (Relationship Summary)