PARTNERS GROUP US MANAGEMENT CLO LLC

RIASEC RegisteredEst. 2018
Total AUM
$9.7B
Discretionary
$9.7B
100% of AUM
Avg account
$422M
Accounts
23
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
293856
Registered since
April 17, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Partners Group US Management Clo LLC operates as an institutional manager focused on securitized asset strategies and pooled investment vehicles. The firm provides portfolio management for pooled vehicles and for institutional clients, and it serves in sponsor and managing-member roles for managed funds. Its fee model combines a percentage of assets under management with performance-based fees, aligning compensation with both scale and outcomes. Partners Group US Management Clo LLC is registered with the SEC and lists active ESG investing as part of its approach, suggesting ESG considerations are integrated into manager selection and asset underwriting. The business model centers on running securitized-asset funds and related credit-focused vehicles rather than acting as a broad capital allocator. That orientation shows up in how the firm structures investments — using pooled vehicles where it can apply securitization and credit structuring techniques — and in the external manager relationships it maintains to source specialty exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Annalie Stuffins

    Chief Compliance OfficerCRD 7431858

Contacts

3 of 3
  • JONATHAN ROTHBURD

    DirectorCRD 5937415

  • RICHARD BELLIS

    PartnerCRD 6125325

  • MARISA CHEN

    CRD 6067143

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1114 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth