CAPITAL PARTNERS HOLDINGS, INC.

NORWALK, Connecticut·7 registered advisors·CRD# 161657
SEC# 801-743350203-625-0770
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES
03

Specialties

Retirement Planning
04

Advisors at CAPITAL PARTNERS HOLDINGS, INC.

7 registered advisors
Anastasia Burnsworth Kowal
NORWALK, Connecticut
Brian David Fitzgerald
NORWALK, Connecticut
Edwin C Tan
NORWALK, Connecticut
James Sidwa
NORWALK, Connecticut
John C Willert
NORWALK, Connecticut
Mark Bennett Langer
NORWALK, Connecticut
Thorsten Tilo Suder
NORWALK, Connecticut
05

Office Locations

NORWALK, Connecticut
7 advisors

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Data sourced from SEC Form ADV filings. CAPITAL PARTNERS HOLDINGS, INC. (CRD# 161657) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.