Niva WealthLet’s talk

Partners Group (usa)

SEC-registered adviser since 2007New York, NYCRD 145228

$29.1B
AUM
58
Clients
See fees
Fee
250
Advisory staff

From Form ADV filed 28 July 2026 · data retrieved 15 October 2026SEC record

Partners Group (usa) is an investment adviser headquartered in New York, New York, and registered with the SEC since 2007. Its clients include investment companies, other clients and pooled investment vehicles.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. Fee arrangements include a percentage of assets under management and performance-based fees. Partners Group Holding Ag owns 75% or more of Partners Group (usa).

Clients

Partners Group (usa) serves 58 clients, 38 of them other clients. The average client has about $502 million with the firm.

Regulatory assets by client type
  • Investment companies4 clients57%
  • Pooled investment vehicles15 clients17%
  • State or municipal government entities4%
  • Other38 clients21%
  • OtherBusiness development companies, Pension and profit-sharing plans, Charitable organizations, Corporations and other businesses1%
Show client breakdown
Investment companies
Clients
4
Regulatory AUM
$16,547,523,557
Share
56.8%
Avg. per client
$4.14B
Business development companies
Clients
1
Regulatory AUM
$274,842,967
Share
0.9%
Avg. per client
$274.8M
Pooled investment vehicles
Clients
15
Regulatory AUM
$4,973,304,040
Share
17.1%
Avg. per client
$331.6M
Pension and profit-sharing plans
Clients
Not reported
Regulatory AUM
$10,202,376
Share
0.0%
Avg. per client
—
Charitable organizations
Clients
Not reported
Regulatory AUM
$39,735,374
Share
0.1%
Avg. per client
—
State or municipal government entities
Clients
Not reported
Regulatory AUM
$1,145,864,724
Share
3.9%
Avg. per client
—
Corporations and other businesses
Clients
Not reported
Regulatory AUM
$41,373,465
Share
0.1%
Avg. per client
—
Other
Clients
38
Regulatory AUM
$6,086,644,469
Share
20.9%
Avg. per client
$160.2M

Total

Clients
58
Regulatory AUM
$29,119,490,972
Share
100%
Avg. per client
$502.1M

What it does

Partners Group (usa) provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and performance-based fees.

Partners Group (usa) advises 6 private funds.

92.6% of assets ($26.95B across 58 accounts) are managed with discretion; $2.17B across 7 accounts are not. 36% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

The filed percentages total 101%. The values below are shown as filed.

Exchange-traded equity securities
2%
Non-exchange-traded equity securities
23%
Securities issued by pooled investment vehicles (other than registered investment companies)
40%
Cash and cash equivalents
1%
Other (Other Refers to Uncalled But Committed Capital.)
35%

Custodians

Partners Group (usa) has custody of $2.59B for 17 clients.

Managed account assets by custodian
  • All other custodians$29.12B100%

Ownership and leadership

Partners Group Holding Ag owns 75% or more of Partners Group (usa).

Who owns the firm
Partners Group (usa) Inc.· the adviser

  • Partners Group Holding Ag

    Control person · since June 1997

    Owns 75% or more of Partners Group (usa) Inc.

Leadership

  • Erin Nelson
    Chief Compliance Officer
  • Robert Collins
    Director, Chairman
  • Helen Flood
    Director
  • Joel Larkins
    Director
  • Lisa Lyle
    Director, Secretary
  • Anne Trevisan
    Director

Staff

  • 431 employees
  • 250 in advisory functions
  • 57 broker-dealer reps

Fees

Partners Group (usa) is paid through a percentage of assets under management and performance-based fees.

Partners Group (usa)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Partners Group (usa) has 3 offices, with 4 listed addresses across 4 states.

Listed office addresses by state

New York · 1 listed address

  • 1114 Avenue of the Americas, 37th Floor, New YorkHQ

Registration details

Legal name
Partners Group (usa) Inc.
Headquarters
1114 Avenue of the Americas, 37th Floor, New York, NY 10036
Phone
212-908-2600
Website
www.partnersgroup.com
SEC file
801-68463
Structure
Delaware corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Partners Group (usa) have?

Partners Group (usa) has 58 clients and manages $29.1 billion for them, as of July 2026. They include 38 other clients, 15 pooled investment vehicles and 4 investment companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026

What services does Partners Group (usa) offer?

Partners Group (usa) provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Partners Group (usa) have?

Partners Group (usa) has 0 investment adviser representatives registered with state securities authorities, out of 431 employees, and 250 perform investment advisory functions. 57 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Partners Group (usa) invest in?

At the end of its last fiscal year, Partners Group (usa)’s separately managed accounts held 40% pooled vehicles (private funds and similar), 35% other refers to uncalled but committed capital., 23% non-exchange-traded equities, 2% exchange-traded equities and 1% cash and equivalents. It advises 6 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Partners Group (usa)?

Partners Group (usa)’s direct owner is Partners Group Holding Ag (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026

How does Partners Group (usa) get paid?

Partners Group (usa) is paid through a percentage of assets under management 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

Sources

  1. Form ADV Part 1A, amendment filed 28 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 145228.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

Download source data (JSON)How this directory is compiledReport a correction

This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Partners Group (usa) Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.