# The Capital Preserve

The Capital Preserve is a RIA based in Tarrytown, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tarrytown, United States
- **Region:** North America
- **Address:** Brookfield, WI, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** capitalpreserve.com

## Regulatory record

- **CRD number:** 130170
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130170

## About

The Capital Preserve is an Independent Registered Investment Advisor focusing on Wealth Management. They design custom strategies and take a holistic approach toward growing and preserving clients' assets. They offer independent and objective advice rather than proprietary products, serving high net worth individuals, families and businesses.

## Sectors

- High net worth individuals, families and businesses

## Questions

### How does The Capital Preserve source its investments?

There is no public record of how — or whether — The Capital Preserve actively sources investments. The firm has never been identified as an LP in any fund, a participant in any direct deal, or a co-investor alongside any external manager. Its sourcing model, if one exists, is entirely invisible to external observers.

## Related profiles

- [The Clarus Group](https://altss.com/profile/the-clarus-group)

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Last updated: 2026-08-11T15:08:18.003Z

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