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Capital Preservation Partners Inc.

● SEC registered since 2009CRD 126340SEC# 801-69807Bronxville, NY
Export (members)
Reg. AUM
$194.7M
Employees
3
Accounts
672
Location
Bronxville, NY

Capital Preservation Partners Inc. assets under management

Capital Preservation Partners Inc. is an SEC-registered investment adviser based in Bronxville, NY. The firm has been registered since 2009. It reports $194.7 million in regulatory assets under management and employs 3 people.

Capital Preservation Partners Inc. owners & executives

3 reported
NameTitleOwnershipSince
Ilir Gjoni ControlChief Compliance OfficerUnder 5%2018
Ilir Gjoni ControlManaging DirectorOver 75%2020
Kevin James Mullins ControlManaging DirectorUnder 5%1992

Frequently asked questions

How much does Capital Preservation Partners Inc. manage?

Capital Preservation Partners Inc. reports $194.7 million in regulatory assets under management on its Form ADV.

How many employees does Capital Preservation Partners Inc. have?

Capital Preservation Partners Inc. reports 3 employees.

Where is Capital Preservation Partners Inc. located?

Capital Preservation Partners Inc. is based in Bronxville, NY and has been SEC-registered since 2009.

Does Capital Preservation Partners Inc. disclose fund performance?

Capital Preservation Partners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Pondfield Road, Bronxville, NY 10708-3703
Phone914-337-2272
Fax914-961-1715
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$188.9M
Non-discretionary$5.8M
Total (RAUM)$194.7M