Partners Capital Investment Group, LLP
Registered investment adviser · Boston, MA · CRD #120663
Form ADV data as of 2026-09-01Regulatory assets
$50.51 billion
Total accounts
886
Employees
190
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/partners-capital-llp/
- Telephone: 617-292-2570
- SEC file number: 801-61234
- Most recent Form ADV filing: 2026-08-13
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $31.42 billion |
| Non-discretionary regulatory assets under management | $19.09 billion |
| Total regulatory assets under management | $50.51 billion |
| Discretionary accounts | 349 |
| Non-discretionary accounts | 537 |
| Total accounts | 886 |
| Regulatory assets under management attributable to non-U.S. persons | $19.70 billion |
People
| Total employees (excluding clerical) | 190 |
| Employees performing investment advisory functions (including research) | 102 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $8.62 billion |
| Clients for whom the firm has custody | 24 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $23.93 billion |
| Clients for whom a related person has custody | 78 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 7 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 521 | $6.21 billion |
| Investment companies | 2 | $112.1 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 123 | $19.79 billion |
| Pension and profit sharing plans (not the participants or government plans) | 90 | $2.28 billion |
| Charitable organizations | 147 | $21.03 billion |
| State or municipal government entities (including government pension plans) | 3 | $1.08 billion |