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Custom Capital Partners, LLC (New York)


Custom Capital Partners, LLC is a large advisory firm based in New York. It manages $1.2 billion of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2005.

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Custom Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Custom Capital Partners: assets under management

The assets under management (AUM) of Custom Capital Partners, LLC is $1.2 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Custom Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Citigroup Inc. Shareholder 1 Oct 1998 75% - 100% 52-1568099
Citigroup Holdings Company Shareholder 1 Oct 1998 75% - 100% 06-1551348

Based in New York

The principal office where Custom Capital Partners, LLC performs its advisory services is located at 153 East 53 Rd Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-559-5000 or by fax 212-559-2153. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at none.


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