MA/A 0002015149 XXXXXXXX Glenn Green 973-618-9503 ggreen@alternativereg.com ggreen@alternativereg.com Partner Capital Advisors LLC 99-0800684 867-02722 1980 POST OAK BOULEVARD SUITE 200 HOUSTON TX 77056 832-265-3420 Add 616-916-9802 Delete 8326300329 NewAdd 8326300329 N www.partnercapitaladvisors.com Kimberly Marie McManus

101 Eisenhower Parkway Suite 107 ROSELAND NJ 07068

973-618-9500 kmcmanus@alternativereg.com Paula Annette Permenter

1980 Post Oak Blvd. Suite 200 HOUSTON TX 77056

832-265-3420 paula@partnercapitaladvisors.com Add Partner Capital Advisors LLC 616-916-9802 Client advisory documentation. Delete Partner Capital Advisors LLC 8326300329 Client advisory documentation NewAdd Partner Capital Advisors LLC 8326300329 Client documentation files. December TX 01-16-2024 N 3 3 0 0 0 15 Municipal Entities Non-profit organizations 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection Y 0 N N N N N N N N N N Y N N N Paula Permenter is the only member having contributed 5% or more of the applicants capital. N N N N N Y N Y Y N N N N N N N N N N N N N N N Y N Paula Annette Permenter Principal 01-16-2024 E Y 2793851 Kimberly Marie McManus Chief Compliance Officer 11-12-2024 NA N 2322081 Paula Annette Permenter Principal 01-16-2024 E Y 2793851 Kimberly Marie McManus Chief Compliance Officer 11-12-2024 NA N 2322081 1 9-C2 9-C4 9-C5 Paula Annette Permenter N 2793851 United States Securities and Exchange Commission File No. 3-20593 100 F Street, NE WASHINGTON DC 20549 Associated person agreed to settle with the SEC without admitting or denying any of the findings in the order. 09-23-2021 Cease and Desist Censure CivilAdminPenaltyFine Undertaking Debt - Municipal Willful violation of Section 15B(c)(1) of the Exchange Act and MSRB Rule G-42. 09-23-2021 Order N Y Cease and Desist Censure CivilAdminPenaltyFine Undertaking 26000.00 26000.00 09-24-2021 26000.00 Paula Permenter Paula Permenter Principal / member 07-06-2026 2793851 N N N N N N N Y N N Y N N N N N N N N N N