# Capital Preservation Partners

Capital Preservation Partners is a Bank / Wealth / Trust based in Bronxville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bronxville, United States
- **Region:** North America
- **Address:** Bronxville, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** cpp.bz
- **LinkedIn:** https://www.linkedin.com/company/capital-preservation-partners-inc

## Regulatory record

- **CRD number:** 126340
- **SEC file number:** 801-69807
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126340

## About

Capital Preservation Partners was established in 1992. It functions as a US-based wealth manager and registered investment advisor. The firm delivers investment management, financial planning, portfolio management, and retirement planning. It works with individuals, corporations, trusts, pensions, and profit-sharing plans across the United States. No additional offices or team size figures are recorded. No dated operational events from the last 24 months appear in available records.

## Questions

### Who runs investment decisions at Capital Preservation Partners?

No named principals or CIO appear in public records.

### Does Capital Preservation Partners participate in fund commitments or only direct deals?

Public information does not specify allocation between funds and direct investments.

### What investment stages does Capital Preservation Partners typically target?

The firm focuses on portfolio management and retirement planning for its clients.

## Related profiles

- [Capital Portfolio Management](https://altss.com/profile/capital-portfolio-management)
- [Capital Q Ventures](https://altss.com/profile/capital-q-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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