Capone &Partners

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website caponeandpartners.com
Client types

Overview

Capone &Partners is a boutique wealth advisory team serving families, executives, and business owners with planning-led investment management. Led by Managing Directors Pasquale “Pat” Capone and Cristina Capone, the practice provides fiduciary guidance tailored to goals, risk, taxes, and legacy needs. Through &Partners, the team offers a flexible open-architecture platform and custodial safety via Fidelity/National Financial Services. Services span retirement income planning, portfolio construction, equity compensation guidance, insurance coordination, education funding, and multigenerational estate strategies. The firm emphasizes transparent communication, technology-enabled access, and ongoing reviews to keep plans aligned as clients’ lives evolve.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capone &Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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