EF
Eric D. Fitzgerald
PARTNERS CAPITAL
FRANKLIN, TN 37067
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CRD#: 4830850
EF
Professional summary
Eric Danielson Fitzgerald, who also goes by Eric D Fitzgerald, is a registered financial advisor currently at PARTNERS CAPITAL, LLC located in Franklin, Tennessee.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Eric has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric D Fitzgerald
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
?the name of the other business; Partners Capital Investments GP, Inc.; ?whether the business is investment-related; Yes ?the address of the other business; 3401 Mallory Lane Franklin Tennessee 37067 United States ?the nature of the other business; Hedge Fund for accredited investors managed by Partners Capital Investments, GP, Inc. Investors invest in the hedge fund through Partners Capital Investments, LP. The hedge manages a pooled asset portfolio with primarily fixed income, liquid securities (80%-85%) and equities, liquid securities (15%-20%) ?your position; Partner ?title, or relationship with the other business; Partner ?the start date of your relationship; 2024-12-02 ?the approximate number of hours/month you devote to the other business; 8 ?the number of hours you devote to the other business during securities trading hours; 8 ?and briefly describe your duties relating to the other business; Hedge Fund for accredited investors managed by Partners Capital Investments, GP, Inc. Investors invest in the hedge fund through Partners Capital Investments, LP. The hedge manages a pooled asset portfolio with primarily fixed income, liquid securities (80%-85%) and equities, liquid securities (15%-20%)
CRS (Client Relationship Summary) - RIA
Click below to view Eric Danielson Fitzgerald's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 17, 2024 - Present
PARTNERS CAPITAL, LLC
Office #1: 3401 Mallory Lane Suite 100, Franklin, TN 37067RIA
CRD#: 328074
FRANKLIN, TN
Past
November 10, 2004 - July 29, 2005
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(2/25/2025)
IAR
Texas(10/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
PC
PARTNERS CAPITAL, LLC
PARTNERS CAPITAL, LLC
CRD#: 328074 / SEC#:
Arizona
Registered Investment Advisory firm - (4/10/2024 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Approved)New Jersey
Registered Investment Advisory firm - (2/24/2025 Approved)Tennessee
Registered Investment Advisory firm - (9/22/2023 Approved)Texas
Registered Investment Advisory firm - (1/19/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3401 Mallory Lane Suite 100, Franklin, TN 37067
Mailing Address
Phone number
(888) 702-7743
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 18,816,272 |
Red Flags
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