KF
Kyle P. Fitzgerald
PARTNERS CAPITAL
Austin, TX
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CRD#: 5168900
KF
Kyle Patrick FitzgeraldPARTNERS CAPITAL
Professional summary
Kyle Patrick Fitzgerald, who also goes by Kyle Fitzgerald, is a registered financial advisor currently at PARTNERS CAPITAL, LLC located in Austin, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kyle has worked at 2 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Kyle 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, LLC.; ?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%) ?the name of the other business; 2041 OPS, LLC ?whether the business is investment-related; No ?the address of the other business; 2041 Prytania New Orleans Louisiana 70130 USA ?the nature of the other business; Small boutique hotel in New Orleans ?your position; Partial Owner ?title, or relationship with the other business; Partial Owner ?the start date of your relationship; 2015-06-15 ?the approximate number of hours/month you devote to the other business; 0 ?the number of hours you devote to the other business during securities trading hours; 5 ?and briefly describe your duties relating to the other business; partial owner Small boutique hotel in New Orleans ?the name of the other business; 2041 PRYTANIA STREET, LLC ?whether the business is investment-related; No ?the address of the other business; 041 Prytania New Orleans Louisiana 70130 USA; ?the nature of the other business; Physical building/hotel for small boutique hotel in New Orleans ?your position; Partial Owner ?title, or relationship with the other business; 2015-06-15 ?the start date of your relationship; Partial Owner ?the approximate number of hours/month you devote to the other business; 0 ?the number of hours you devote to the other business during securities trading hours; 5 ?and briefly describe your duties relating to the other business; partial owner Small boutique hotel in New Orleans
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Patrick 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 15, 2024 - Present
PARTNERS CAPITAL, LLC
RIA
CRD#: 328074
Austin, TX
Past
September 12, 2007 - April 15, 2008
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
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
Texas(10/15/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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 - (2/13/2026 Approved)Loading...
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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Check for any disclosures as part of your thorough research when choosing an advisor.
