SourcingSourcing

FAMILY PARTNERS CAPITAL, LLC

A65
CRD 304176·SEC 801-134442·HAMILTON, MA
AUM
$92.3M
$25M-$100M
Est. Revenue
$923K
@ 1% on AUM
Est. EBITDA
$277K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAMILY PARTNERS CAPITAL, LLC
CRD
304176
SEC file #
801-134442
EIN
—
DBA names
—

Economics

AUM
$92.3M
AUM band
$25M-$100M
AUM trajectory
'25'26
$102.0M → $92.3M▼ -10%
Client mix
Individuals High Net Worth160
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HAMILTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
familypartnerscapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAHILL, JOSHUA, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CAHILL, JOSHUA, JAMES
Cahill, Christina
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FAMILYPARTNERSCAPITAL.COM
Rdap Domain Creation Date
2019-03-16T18:08:17Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
818,021,000
Fdic Zip Branch Count
35
Fdic Zip Top Banks
Bank of America, National Association
Fleet National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
BayBankHamilton, MA
BayBankHamilton, MA
Fdic Zip HHI
2225.33
Fdic Zip Top Bank Share Pct
36.76
Fdic Zip Year
2021
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-16T18:08:17Z
Rdap Domain Last Changed
2026-02-14T07:44:15Z
Rdap Nameservers
Art.ns.cloudflare.comLindsey.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4158690
Trust Company Affiliate
No

People (3)

3
CAHILL, JOSHUA, JAMES
IAR · Direct Owner · 87.5%
4158690
Cahill, Christina
Executive Officer · 2.5%
8225939
OWEN JOHN HYLAND
IAR
2490875