{"url":"https://nivawealth.com/firms/partners-group-usa-145228","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/145228","regulatoryAum":29119490972,"crd":"145228","secFileNumber":"801-68463","legalName":"Partners Group (usa) Inc.","displayName":"Partners Group (usa)","website":"https://www.partnersgroup.com/","linkedinUrl":"https://www.linkedin.com/company/partners-group/","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"1114 Avenue of the Americas, 37th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10036"},"tradeNames":[],"registration":{"secApproved":"23 November 2007","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":431,"advisory":250,"brokerDealerReps":57,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":26953129312,"discretionaryAccounts":58,"nonDiscretionary":2166361660,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":36,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":4,"regulatoryAum":16547523557},{"label":"Business development companies","clients":1,"regulatoryAum":274842967},{"label":"Pooled investment vehicles","clients":15,"regulatoryAum":4973304040},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":10202376},{"label":"Charitable organizations","clients":null,"regulatoryAum":39735374},{"label":"State or municipal government entities","clients":null,"regulatoryAum":1145864724},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":41373465},{"label":"Other","clients":38,"regulatoryAum":6086644469}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Partners Group (usa) has custody of $2.59B for 17 clients.","otherCustodians":[],"leadership":[{"name":"Erin Nelson","title":"Chief Compliance Officer","crd":"5886040"},{"name":"Robert Collins","title":"Director, Chairman","crd":"2761621"},{"name":"Helen Flood","title":"Director","crd":"8035980"},{"name":"Joel Larkins","title":"Director","crd":"7886333"},{"name":"Lisa Lyle","title":"Director, Secretary","crd":"8058742"},{"name":"Anne Trevisan","title":"Director","crd":"4325801"}],"ownership":[{"label":"Partners Group Holding Ag","detail":"Owner in the 75% or more ownership band and a control person, since June 1997."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"1200 Entrepreneurial Drive","city":"Broomfield"}]},{"state":"Florida","offices":1,"addresses":[{"street":"200 S. Biscayne Boulevard","city":"Miami"}]},{"state":"New York","offices":1,"addresses":[{"street":"1114 Avenue of the Americas, 37th Floor","city":"New York","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"Williams Tower","city":"Houston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-908-2600","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Non-exchange-traded equity securities","percent":23},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":40},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":35,"detail":"Other Refers to Uncalled But Committed Capital."}],"privateFunds":6},"sources":{"adv1FilingDate":"28 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/145228/PDF/145228.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 Group (usa) have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Partners Group (usa) offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Partners Group (usa) have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Partners Group (usa) invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Partners Group (usa)?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Partners Group (usa) get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}