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 the U.S. arm of a multifaceted alternative asset manager that focuses on private equity and real estate strategies while offering broader fund-management services. The firm is structured as a corporation, is foreign- and individually owned, and has been SEC-registered since 2007. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees. Regulatory and business activities listed for the firm include functioning as a registered representative of a broker-dealer and as a CPO/CTA; its advisory scope covers portfolio management for investment companies, pooled vehicles, and institutional clients, and it also performs selection-of-other-advisers work. The firm identifies as an active ESG investor and plays sponsor/GP and other sponsor roles in pooled investment vehicles.