PARTNERS CAPITAL INVESTMENT GROUP, LLP

CRD 120663File 801-61234

APPROVED

Retail clients

Custody

Filing as of Aug 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$50.51B

Top 10% of cohort (national)

Discretionary AUM

$31.42B

Non-discretionary $19.09B

Clients

886

886 accounts

Employees

190

Top 10% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Partnership
Firm type: Registered
SEC region: BRO
Registration date: Jun 10, 2002
Principal office: 600 ATLANTIC AVE, 30TH FLOOR, BOSTON, MA, 02210
Phone: 617-292-2570
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/PARTNERS-CAPITAL-LLP/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $50.51B
Discretionary AUM: $31.42B
Non-discretionary AUM: $19.09B
Discretionary accounts: 349
Non-discretionary accounts: 537
Total accounts: 886
AUM per client: $57.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	2	$112.1M
Charitable organizations	147	$21.03B
High net worth individuals	521	$6.21B
Pooled investment vehicles	123	$19.79B
Pension and profit sharing plans	90	$2.28B
State or municipal government entities	Fewer than 5	$1.08B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for investment companies

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.