|
⚲
|
| Partners Capital Investment Group LLP
✚
|
|
|---|---|
| CRD # | 120663 |
| SEC # | 801-61234 |
| CIK # | 0002058880, 0001049650, 0001171473, 0001619278, 0001694870 |
| AUM | $50.5 B (2026-04-28) |
| Employees | 190 (54% Investors, 0% Brokers) |
| Phone | 617-292-2570 |
| Address | 600 Atlantic Ave Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Partners Capital Raven Master I LP | 2026-03-31 | 2.0 | |
| PE | Partners Capital Raven Secondaries Fund I LP | [2026-03-31] | 80.8 | |
| PE | Partners Capital 15 Degrees Fund II LP | 2025-03-31 | 0.0 | |
| PE | Partners Capital Condor Fund XVIII LP | 2025-03-31 | 782.7 | |
| PE | Partners Capital Condor Fund XVII LP | 2024-03-28 | 634.6 | |
| PE | Partners Capital Merlin Co-Investment Fund IV LP | 2024-03-28 | 894.3 | |
| PE | Partners Capital Red Kite Fund III LP | [2024-03-28] | 212.6 | |
| PE | Partners Capital Red Kite Fund II LP | [2024-03-28] | 225.0 | |
| PE | Partners Capital Secondaries SMA 2024 LP | [2024-03-28] | 176.8 | |
| PE | Partners Capital Condor Fund XVI LP | [2024-02-29] | 682.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 521 | 6.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 123 | 19.8 |
| (g) Pension and profit sharing plans | 90 | 2.3 |
| (h) Charitable organizations | 147 | 21.0 |
| (i) State or municipal government entities | 3 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 886 | 50.5 |
| By Discretionary | ||
| Discretionary | 349 | 31.4 |
| Non-Discretionary | 537 | 19.1 |
| Total | 886 | 50.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.7 | |
| United States Persons | 30.8 | |
| Total | 886 | 50.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001049650] | |
| 13F-HR | [0001171473] | |
| D | [0001619278] | |
| 13F-HR | [0001694870] | |
| 13F-NT | [0001694870] | |
| SC 13G | [0001694870] | |
| D | [0002058880] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Partners Capital Investment Group LLP | Ares Strategic Income Fund | [2024-02-06] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LGT Capital Partners USA Inc
✚
|
NY | 59.8 |
|
Sculptor Capital LP
✚
|
NY | 52.7 |
|
Bridge Multifamily Fund Manager LLC
✚
|
UT | 49.3 |
|
Manulife Investment Management Private Markets US LLC
✚
|
MA | 48.3 |
|
Portfolio Advisors LLC
✚
|
CT | 47.8 |
|
Blue Owl Credit Private Fund Advisors LLC
✚
|
NY | 46.1 |
|
SALI Fund Management LLC
✚
|
TX | 41.7 |
|
Greystar Investment Group LLC
✚
|
SC | 36.5 |
|
Hudson Americas LP
✚
|
TX | 36.4 |
|
Lone Star Americas Acquisitions Inc
✚
|
TX | 35.7 |