Client Forms

A copy of the CPP Form ADV is available here. | A copy of the CPP Form CRS is available here.

The SEC maintains an Investment Advisor Public Disclosure website where you may view Capital Preservation Partners Inc. Form ADV Part I. Click here and enter the firm’s SEC number 126340 on the site’s search page to view our Form ADV Part I.

Capital Preservation Partners, Inc. ("CPP") is an investment adviser located in Bronxville, New York. CPP and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which CPP maintains clients. CPP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CPP's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CPP's web site on the Internet should not be construed by any consumer and/or prospective client as CPP's solicitation to effect, or attempt to effect transactions in securities. Nor is CPP rendering personalized investment advice for compensation over the Internet. Any subsequent, direct communication by CPP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CPP, please contact the state securities law administrators for those states in which CPP maintains a registration filing. A copy of CPP's current written disclosure statement discussing CPP's business operations, services, and fees is available from CPP upon written request. CPP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CPP's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.