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ThePARTNERS Wealth Management
The firm was founded in 2021 and is led by managing member Clayton A. Struve. Its client base consists of individuals, families, trusts, estates, and small...
ThePARTNERS Wealth Management
The firm was founded in 2021 and is led by managing member Clayton A. Struve. Its client base consists of individuals, families, trusts, estates, and small businesses, concentrated on the Monterey Peninsula. The wealth-origin profile of its clientele is not publicly segmented. Struve's stated investment philosophy combines a core of public-equity exposure with private-market alternatives, including private credit, real estate, and direct private-equity strategies. The firm's regulatory filings confirm it sponsors private-fund vehicles alongside its advisory business, allowing clients to pool capital for investments typically reserved for institutions. The practice uses an open-architecture platform to source third-party fund managers. No specific portfolio company names or co-investors have been disclosed in public records. The firm operates from a single office in Monterey and has not publicly reported its assets under management. No additional offices, philanthropic foundations, or adjacent operating businesses are known. The most recent regulatory filing available confirms an active private-fund advisory relationship — a signal that the alternatives sleeve remains operational. ThePARTNERS' structure as a hybrid RIA — blending fee-based planning with private-fund sponsorship — distinguishes it from a pure advisory shop. This dual registration means the firm manages both customized separate accounts and pooled vehicles, a profile more common among larger aggregators than boutique Monterey firms. Succession planning and day-to-day governance sit with Struve as managing member.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Carmel By The Sea
Corporate office
Monterey, CA, United States
Frequently asked questions
Who runs investment decisions at ThePARTNERS Wealth Management?
Clayton A. Struve serves as managing member and the primary decision-maker for both advisory accounts and the firm's private investment funds. His professional background includes tenures at UBS and smaller advisory firms before launching ThePARTNERS in 2021. No additional named portfolio managers or investment committee members appear in the firm's public disclosures.
Does ThePARTNERS participate in fund commitments or only direct deals?
The firm's structure supports both. Its Form ADV filings indicate it advises separately managed accounts while also sponsoring private funds that pool client capital. This allows for commitments to third-party alternative managers alongside any direct private-investment activities. The specific balance between fund-of-funds, co-investment, and direct strategies is not publicly detailed.
What investment stages and asset classes does the firm typically target?
ThePARTNERS' public disclosures reference public equities, private credit, real estate, and private equity as core allocations. The firm has not published target investment stages for its private-market sleeve. Given its wealth-management charter, it is positioned to serve as a limited partner rather than leading direct transactions.
Is ThePARTNERS structured as a family office?
No. ThePARTNERS is a registered investment advisor and private-fund sponsor serving multiple external clients — individuals, families, trusts, and businesses. It does not manage capital for a single family or a closed group of principals. Its ADV filing classifies the firm as providing services to a broad client base.
How does the firm source private-market opportunities?
Struve has stated in interviews that the firm uses an open-architecture model, selecting outside managers rather than sourcing direct deals. The specific relationships or platforms used for fund access have not been disclosed. The Monterey location implies a relationship-driven sourcing approach within California's central and southern wealth corridors.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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