Partners Capital Investment Group, LLP
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
FINTRXOverview
Partners Capital Investment Group, LLP is a multi-strategy investment adviser and capital allocator organized as a limited liability partnership and registered with the SEC since 2002. The firm combines independent RIA activity with roles that include hedge fund and private equity fund management and sponsors pooled investment vehicles. Its client base spans high-net-worth individuals and families as well as institutional investors. Fee arrangements include asset-based fees, fixed fees, and performance-linked fees. The firm also performs CPO/CTA functions and provides portfolio management services for investment companies. Partners Capital identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$2.8B in ETFs
99%
$2.8B
<1%
$16.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $549M | 733,194 | 19.58% |
Location
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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