PARTNERS CAPITAL INVESTMENT GROUP, LLP

RIASEC RegisteredEst. 2002
Total AUM
$50.5B
Discretionary
$31.4B
62% of AUM
Avg account
$57M
Accounts
886
Employees
190
Advisory reps
12

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
120663
Registered since
June 10, 2002
Website
partners-cap.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Charitable Organizations41.64%
  • Pooled Investment Vehicles39.18%
  • HNWI12.3%
  • Pension & Profit Sharing Plans4.51%
  • State / Municipal Government2.14%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Partners Capital Investment Group, LLP is an independent registered investment adviser organized as a limited liability partnership and operating as a capital allocator to both individuals/families and institutional clients. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees, and it serves as an adviser and sponsor to pooled vehicles while also acting in CPO/CTA capacities. Partners Capital reports active ESG investment activity and provides portfolio management for investment companies in addition to its role as general partner/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 68%, Public Funds/Mutual Funds 24%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%68%
  • Private Funds68%
  • Public Funds/Mutual Funds24%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 4

  • NELDA KACYEM

    Chief Commercial OfficerCRD 7219522

  • Katie Thorpe

    Partner, Chief Operating OfficerCRD 7895032

  • ARJUN RAGHAVAN

    Chief Executive OfficerCRD 6848510

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Contacts

3 of 8

  • PAUL DIMITRUK

    Co-Founder and Vice ChairmanCRD 4362486

  • CAROLINE WOODWORTH

    DirectorCRD 5364473

  • GABRIEL CAILLAUX

    Co-President, Managing Director, Head of EMEACRD 4234693

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 100

Active vs passive

$2.6B in ETFs

Passive

99%

$2.6B

Active

<1%

$15.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$537M821,84920.30%
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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
600 Atlantic Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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