PARTNERS GROUP (USA) INC.

RIASEC RegisteredEst. 2007

Total AUM

$29.1B

Discretionary

$27B

93% of AUM

Avg account

$448M

Accounts

Employees

431

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 145228
Registered since: November 23, 2007
Website: www.partnersgroup.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies56.83%
Other20.9%
Pooled Investment Vehicles17.08%
State / Municipal Government3.94%
Business Development Companies0.94%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Partners Group (USA) Inc. is a corporate private markets manager focused on private equity and real estate strategies while operating as a multifaceted fund manager. The firm primarily serves institutional clients and is organized with ownership ties to both foreign entities and individuals. It has been SEC-registered since 2007 and functions beyond advisory roles — acting as a registered representative of a broker-dealer and operating as a CPO/CTA in certain capacities. Advisory activity centers on portfolio management for investment companies, pooled investment vehicles and institutional or business clients, plus selection of other advisers. The firm charges a combination of asset-based fees and performance-linked fees and identifies itself as an active ESG investor, integrating environmental, social and governance considerations into its investment activities and manager selection. It is not positioned as a capital allocator; rather, it operates and sponsors private funds and pooled vehicles.