Partners Group US Management Clo LLC

RIASEC RegisteredEst. 2018
Total AUM
$9B
Discretionary
$9B
100% of AUM
Avg account
$391M
Accounts
23
Employees
1
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 is a Delaware limited liability company that registered with the SEC in 2018 and operates as the manager of securitized investment vehicles for institutional clients. Its core advisory activities are portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges both a percentage-of-AUM fee and performance-based fees, and it identifies itself as an active ESG investor. In industry roles it appears on the register as an investment adviser/CPO/CTA and as a sponsor or general partner of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Annalie Stuffins

    Chief Compliance OfficerCRD 7431858

Contacts

3 of 3
  • Jonathan Rothburd

    Jonathan Rothburd

    DirectorCRD 5937415

  • Richard Bellis

    Richard Bellis

    PartnerCRD 6125325

  • Marisa Chen

    CRD 6067143

Wealth teams

FINTRX

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