{"url":"https://nivawealth.com/firms/partners-capital-investment-group-120663","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/120663","regulatoryAum":50507169290,"crd":"120663","secFileNumber":"801-61234","legalName":"Partners Capital Investment Group, LLP","displayName":"Partners Capital Investment Group","website":"http://www.partners-cap.com","founded":null,"organization":"Delaware limited liability partnership","fiscalYearEnd":"December","headquarters":{"street":"600 Atlantic Ave, 30th Floor","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02210"},"tradeNames":[],"registration":{"secApproved":"10 June 2002","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":190,"advisory":102,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":31415782709,"discretionaryAccounts":349,"nonDiscretionary":19091386581,"nonDiscretionaryAccounts":537,"wrapProgram":null,"nonUsClientsPct":14,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":521,"regulatoryAum":6211033752},{"label":"Investment companies","clients":2,"regulatoryAum":112103950},{"label":"Pooled investment vehicles","clients":123,"regulatoryAum":19790862694},{"label":"Pension and profit-sharing plans","clients":90,"regulatoryAum":2280161318},{"label":"Charitable organizations","clients":147,"regulatoryAum":21033098146},{"label":"State or municipal government entities","clients":3,"regulatoryAum":1079909430}],"fees":[],"feeNotes":[],"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Orlando, FL","smaAssets":3851574966}],"custodyNote":"Partners Capital Investment Group has custody of $8.62B for 24 clients.","otherCustodians":[],"leadership":[{"name":"Arjun Raghavan","title":"General Partner, Chief Executive Officer, and Director","crd":"6848510"},{"name":"Lenia Ascenso","title":"General Partner, Chief Operating Officer of Investment Operations","crd":"8058291"},{"name":"Katie Thorpe","title":"General Partner, Global Chief Operating Officer","crd":"7895032"},{"name":"Nelda Kacyem","title":"Chief Compliance Officer","crd":"7219522"},{"name":"Gabriel Caillaux","title":"Director","crd":"4234693"},{"name":"Paul Dimitruk","title":"General Partner, Senior Partner, and Director","crd":"4362486"},{"name":"Bradley Fried","title":"Director","crd":"8241778"},{"name":"Sanjiv Misra","title":"Independent Director","crd":"1717714"},{"name":"Olivier Piccoli","title":"General Counsel","crd":"7356695"},{"name":"Richard Scarinci","title":"General Partner, Head of North America","crd":"8058274"},{"name":"Eric Schwartz","title":"Director","crd":"1415319"},{"name":"Caroline Woodworth","title":"Director","crd":"5364473"}],"ownership":[{"label":"Arjun Raghavan","detail":"General partner, chief executive officer, and director in the 5% to 10% ownership band and a control person, since June 2017."},{"label":"Partners Capital Intermediate 2 LLC","detail":"Shareholder in the 75% or more ownership band and a control person, since December 2023."},{"label":"Partners Capital Investment Group (holdings) LLP","detail":"Indirect owner: a shareholder of Partners Capital Intermediate 5 Inc. in the 75% or more band and a control person, since June 2024.","parent":"Partners Capital Intermediate 5 Inc."},{"label":"Partners Capital Group Holdings, Inc.","detail":"Indirect owner: a shareholder of HCP Pcig LLC in the 75% or more band and a control person, since December 2023.","parent":"HCP Pcig LLC"},{"label":"Partners Capital Holdings, LLP","detail":"Indirect owner: a shareholder of Partners Capital Group Holdings, Inc. in the 75% or more band and a control person, since December 2023.","parent":"Partners Capital Group Holdings, Inc."},{"label":"General Atlantic (pco), L.P.","detail":"Indirect owner: a shareholder of Partners Capital Holdings, LLP in the 25% to 50% band and a control person, since July 2024.","parent":"Partners Capital Holdings, LLP"},{"label":"General Atlantic Partners 100, L.P.","detail":"Indirect owner: a shareholder of General Atlantic (pco), L.P. in the 75% or more band and a control person, since March 2017.","parent":"General Atlantic (pco), L.P."},{"label":"Ga Genpar GP, LLC","detail":"Indirect owner: general partner of General Atlantic Partners 100, L.P. and a control person, since March 2017. 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Also general partner of Gasc Management Holdco, L.P. and a control person, since July 2021.","parent":"General Atlantic Partners, L.P."},{"label":"Gasc MGP, LLC","detail":"Indirect owner: a sole member of gasc gp, llc of Gasc GP, LLC in the 75% or more band and a control person, since January 2018.","parent":"Gasc GP, LLC"},{"label":"Gabriel Caillaux","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"Martin Escobari Lifchitz","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"William Ford","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"David Hodgson","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"Christopher Lanning","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"General Atlantic Genpar, L.P.","detail":"Indirect owner: general partner of General Atlantic Partners 100, L.P. and a control person, since March 2017.","parent":"General Atlantic Partners 100, L.P."},{"label":"Partners Capital Intermediate 5 Inc.","detail":"Indirect owner: a shareholder of Partners Capital Intermediate 2 LLC in the 75% or more band and a control person, since June 2024.","parent":"Partners Capital Intermediate 2 LLC"},{"label":"Partners Capital Intermediate 4 Inc.","detail":"Indirect owner: a shareholder of Partners Capital Investment Group (holdings) LLP in the 75% or more band and a control person, since June 2024.","parent":"Partners Capital Investment Group (holdings) LLP"},{"label":"HCP Pcig LLC","detail":"Indirect owner: a shareholder of Partners Capital Intermediate 4 Inc. in the 75% or more band and a control person, since June 2024.","parent":"Partners Capital Intermediate 4 Inc."},{"label":"Knut Caeser","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since August 2025.","parent":"Gasc MGP, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"3 Embarcadero Center","city":"San Francisco"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"600 Atlantic Ave, 30th Floor","city":"Boston","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"640 Fifth Avenue","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"2626 Cole Ave","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-292-2570","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":24},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":68},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":50},"sources":{"adv1FilingDate":"13 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/120663/PDF/120663.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Partners Capital Investment Group have?","answer":"Partners Capital Investment Group has 886 clients and manages $50.5 billion for them, as of August 2026. They include 521 high-net-worth individuals, 147 charitable organizations and 123 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Partners Capital Investment Group offer?","answer":"Partners Capital Investment Group provides portfolio management for investment companies.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Partners Capital Investment Group use?","answer":"Partners Capital Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $3,851,574,966. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Partners Capital Investment Group have?","answer":"Partners Capital Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 190 employees, and 102 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Partners Capital Investment Group invest in?","answer":"At the end of its last fiscal year, Partners Capital Investment Group’s separately managed accounts held 68% pooled vehicles (private funds and similar), 24% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 4% cash and equivalents. It advises 50 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Partners Capital Investment Group?","answer":"Partners Capital Investment Group is owned through a chain of holding companies by Gasc Management Holdco, L.P. Its direct owners are Arjun Raghavan (5% to 10%) and Partners Capital Intermediate 2 LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Partners Capital Investment Group get paid?","answer":"Partners Capital Investment Group is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/partners-capital-investment-group-120663/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1694870/000110465926096053/0001104659-26-096053-index.html","totalValue":2834679540,"positionCount":186,"top10Share":0.6045282585981483,"top10":[{"issuer":"iShares Core S&P 500 ETF","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":549081655,"shares":733194,"shareType":"SH","priorValue":536840110,"priorShares":821849},{"issuer":"iShares Core MSCI Emerging Markets ETF","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":176426682,"shares":2129728,"shareType":"SH","priorValue":152553021,"priorShares":2187140},{"issuer":"Vanguard Short-Term Treasury ETF","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":162344077,"shares":2789417,"shareType":"SH","priorValue":170767268,"priorShares":2917104},{"issuer":"iShares Currency Hedged MSCI EAFE ETF","titleOfClass":"HDG MSCI EAFE","cusip":"46434V803","value":160458490,"shares":3419467,"shareType":"SH","priorValue":152098833,"priorShares":3579217},{"issuer":"Vanguard Value ETF","titleOfClass":"VALUE ETF","cusip":"922908744","value":151838098,"shares":696729,"shareType":"SH","priorValue":125663491,"priorShares":640487},{"issuer":"Vanguard S&P 500 ETF","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":114356085,"shares":166503,"shareType":"SH","priorValue":97450540,"priorShares":163083},{"issuer":"iShares MSCI Emerging Markets ex China ETF","titleOfClass":"ETF - 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