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CAPITAL PRESERVATION PARTNERS, INC.
CAPITAL PRESERVATION PARTNERS INC.
CRD 126340 · SEC 801-69807
55 PONDFIELD ROAD, BRONXVILLE, NY, 10708-3703, United States
Phone
914-337-2272
Fax
914-961-1715
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.4M
Discretionary AUM
$218.3M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 356 | $76.5M |
| High net worth individuals | 61 | $145.9M |
States served
CA, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD