Partners Capital Investment Group LLP

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Partners Capital Investment Group LLP
✚
CRD #120663
SEC #801-61234
CIK #0001619278, 0001171473, 0001694870, 0001049650, 0002058880
AUM $41.5 B (2025-04-15)
Employees 163 (52% Investors, 0% Brokers)
Phone617-292-2570
Address600 Atlantic Ave
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
504030201002002201020182026
Sector Form 13F Holdings Value ($B)
Synopsys Inc 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
7.56.04.53.01.50.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Partners Capital 15 Degrees Fund II LP 2025-03-31 0.0
PE Partners Capital Condor Fund XVIII LP 2025-03-31 0.0
PE Partners Capital Condor Fund XVII LP 2024-03-28 12.3
PE Partners Capital Merlin Co-Investment Fund IV LP 2024-03-28 0.0
PE Partners Capital Red Kite Fund III LP [2024-03-28] 113.1 0.0
PE Partners Capital Red Kite Fund II LP [2024-03-28] 113.1 4.2
PE Partners Capital Secondaries SMA 2024 LP [2024-03-28] 11.2 20.6
PE Partners Capital Condor Fund XVI LP [2024-02-29] 87.8 115.3
PE Partners Capital Merlin Co-Investment Fund III LP [2024-02-29] 46.4 254.9
HF Partners Capital Kestrel Fund LP - Series W [2023-08-29] 29.1 35.0
PE Partners Capital Secondaries SMA 2022 LP [2022-11-28] 11.2 161.8
PE Partners Capital 15 Degrees Fund LP [2022-08-26] 143.4 35.3
PE Partners Capital Red Kite Fund I LP [2022-08-26] 113.1 32.6
PE Partners Capital Condor Fund XV LP 2022-03-31 171.1
HF Partners Capital Asia Endowment Portfolio SCA SICAV-RAIF 2022-02-28 92.2
PE US Venture Capital Aggregator Fund A LP [2022-02-28] 46.1 73.2
HF Magnasco LP 2021-03-30 0.0
PE Partners Capital Condor Fund XIV LP [2021-03-30] 88.9 385.7
PE Partners Capital Merlin Co-Investment Fund II-A LP 2021-03-30 0.0
PE Partners Capital Merlin Co-Investment Fund II LP 2021-03-30 386.4
PE Partners Capital Merlin Co-Investment Fund II Master LP 2021-03-30 387.0
HF Partners Capital ESG Co-Invest Equities Fund LP [2021-03-01] 46.4 0.0
PE Partners Capital Secondaries SMA 2020 LP [2020-06-17] 8.0 237.3
PE Partners Capital Condor Fund XIII LP [2020-03-27] 564.2 621.8
HF Partners Capital Kestrel Fund LP - Series G 2020-03-27 0.0
HF Partners Capital Kestrel Fund LP - Series X [2020-03-27] 75.6 76.7
HF Partners Capital Kestrel Fund LP - Series Y [2020-03-27] 66.6 78.4
HF Partners Capital Kestrel Fund LP - Series Z 2020-03-27 0.0
HF Partners Capital Kestrel Fund LP - Series A [2019-04-22] 48.8 0.0
HF Partners Capital Kestrel Fund LP - Series C [2019-04-22] 42.5 92.1
HF Partners Capital Kestrel Fund LP - Series D [2019-04-22] 60.2 148.5
HF Partners Capital Kestrel Fund LP - Series E [2019-04-22] 117.0 122.6
HF Partners Capital Kestrel Fund LP - Series H [2019-04-22] 59.6 74.6
HF Partners Capital Kestrel Fund LP - Series J [2019-04-22] 19.7 19.7
HF Partners Capital Kestrel Fund LP - Series N [2019-04-22] 41.3 61.2
HF Partners Capital Kestrel Fund LP - Series S [2019-04-22] 29.9 47.9
HF Partners Capital Asia Co-Invest Fund Ltd [2019-03-22] 36.4 0.0
PE Partners Capital Condor Fund XII LP [2019-03-22] 21.5 353.9
PE Partners Capital Merlin Co-Investment Fund I LP [2019-03-22] 40.5 174.7
PE Partners Capital Condor Fund Xi Cayman LP 2018-03-28 0.0
PE Partners Capital Condor Fund Xi LP [2018-03-28] 238.2 367.3
PE Partners Capital Condor Fund X Cayman LP [2017-08-18] 1.2 3.7
PE Partners Capital Condor Fund X LP [2017-08-18] 1.2 260.5
PE Partners Capital Phoenix Fund III LP [2017-08-18] 77.0 35.7
HF The Efficient Alpha Portfolio A LP [2017-08-18] 77.0 60.7
HF The Efficient Alpha Portfolio C Ltd [2017-08-18] 23.2 54.2
PE Partners Capital Condor Fund IX Cayman LP [2017-01-06] 22.5 32.0
PE Partners Capital Condor Fund IX LP [2017-01-06] 10.6 278.5
PE Partners Capital Condor Fund VIII Cayman LP [2015-09-30] 14.0 69.6
PE Partners Capital Condor Fund VIII LP [2015-09-30] 14.0 111.3
HF Partners Capital Osprey Fund LP [2015-09-30] 55.8 2.5
PE Partners Capital Condor Fund VII Cayman LP [2014-03-25] 12.0 95.1
PE Partners Capital Condor Fund VII LP [2014-03-25] 12.0 59.7
PE Partners Capital Condor Fund III Cayman LP [2012-03-27] 26.1
PE Partners Capital Condor Fund III LP [2012-03-27] 4.9
PE Partners Capital Condor Fund II LP 2012-03-27 1.9
PE Partners Capital Condor Fund IV Cayman LP [2012-03-27] 34.3
PE Partners Capital Condor Fund IV LP [2012-03-27] 5.8
PE Partners Capital Condor Fund LP 2012-03-27 0.8
PE Partners Capital Condor Fund V Cayman LP [2012-03-27] 11.2 54.6
PE Partners Capital Condor Fund VI Cayman LP [2012-03-27] 6.9 64.8
PE Partners Capital Condor Fund VI LP [2012-03-27] 5.7 4.8
PE Partners Capital Condor Fund V LP [2012-03-27] 11.2 4.8
HF Partners Capital Eagle Fund A LP [2012-03-27] 101.1 72.3
HF Partners Capital Eagle Fund C Ltd [2012-03-27] 2.1 0.5
HF Partners Capital Falcon Fund A LP [2012-03-27] 382.3 100.0
HF Partners Capital Falcon Fund C Ltd [2012-03-27] 452.1 675.0
HF Partners Capital Greyhawk Cayman Feeder Fund Ltd [2012-03-27] 582.3 281.8
HF Partners Capital Greyhawk Fund LP [2012-03-27] 1,060.8 1,591.0
HF Partners Capital Harrier Fund A LP [2012-03-27] 497.6 284.5
HF Partners Capital Harrier Fund C Ltd [2012-03-27] 1,121.6 1,520.6
HF Partners Capital Kestrel Fund LP - Series B [2012-03-27] 19.6 41.5
RE Partners Capital Peregrine Fund III LP [2012-03-27] 9.3 0.6
RE Partners Capital Peregrine Fund III Ltd [2012-03-27] 2.8 6.6
RE Partners Capital Peregrine Fund II LP [2012-03-27] 2.2
RE Partners Capital Peregrine Fund II Ltd [2012-03-27] 0.7 5.5
RE Partners Capital Peregrine Fund LP 2012-03-27 0.0
RE Partners Capital Peregrine Fund Ltd [2012-03-27] 1.0 0.0
PE Partners Capital Phoenix Fund II Ltd - Diversified Income Fund [2012-03-27] 458.4 2,842.1
PE Partners Capital Phoenix LP [2012-03-27] 23.1 0.4
PE Partners Capital Phoenix Ltd [2012-03-27] 5.1 1.9
HF The Master Portfolio A LP [2012-03-27] 1,343.3 779.5
HF The Master Portfolio B Ltd 2012-03-27 468.6
HF The Master Portfolio C Sa SICAV-RAIF [2012-03-27] 581.6 3,511.3
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 444 2.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 115 17.2
(g) Pension and profit sharing plans 129 2.3
(h) Charitable organizations 147 18.9
(i) State or municipal government entities 3 1.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 840 41.5
By Discretionary
Discretionary 333 26.1
Non-Discretionary 507 15.4
Total 840 41.5
By Non-United States Persons
Non-United States Persons 14.9
United States Persons 26.5
Total 840 41.5
Form D Directors # Filings # Firms 2011 - 2025
Pearse Griffith 101
John Collis 96
Simon Barnes 71
Jens Hoellermann 52
Richard Demartini 47
Partners Capital Investment Group LLP 47
Colin Pan 39
Brendan Corcoran 28
Lawrence Guffey 14
Peter Hodson 10
View All
EDGAR Form CIK 2011 - 2025
13F-HR [0001049650]
13F-HR [0001171473]
D [0001619278]
13F-HR [0001694870]
13F-NT [0001694870]
SC 13G [0001694870]
D [0002058880]
Form 13D/13G Filer Form 13D/13G Subject Filed
Partners Capital Investment Group LLP Ares Strategic Income Fund [2024-02-06]
Comparable Firms State AUM ($B)
Cresset Asset Management LLC
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Wells Fargo Investment Institute Inc
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Sequoia Financial Advisors LLC
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Vivaldi Capital Management LP
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 IL 4.6
Avidian Wealth Enterprises LLC
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 TX 4.0
Three Bell Capital LLC
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 TX 3.8
First Long Island Investors LLC
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 NY 1.7
freeGulliver LLC
✚
 LA 0.8
Adams Wealth Management LLC
✚
 UT 0.7
Alliance Advisory & Securities LLC
✚
 CA 0.6
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