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PARTNERS CAPITAL INVESTMENT GROUP, LLP
CRD 120663File 801-61234
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Oct 1, 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
- HTTP://WWW.PARTNERS-CAP.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 163 | 190 | increased by27 |
| Apr 1, 2026 | Clients | 840 | 886 | increased by46 |
| Apr 1, 2026 | AUM | $41,480,618,620 | $50,507,169,290 | increased by$9,026,550,670 |
| Apr 1, 2026 | Accounts | 840 | 886 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 113 | 163 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 609 | 840 | increased by231 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $29,812,849,622 | $41,480,618,620 | increased by$11,667,768,998 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 609 | 840 | increased by231 |
| Apr 1, 2022 | Employees | 90 | 113 | increased by23 |
| Apr 1, 2022 | Clients | 523 | 609 | increased by86 |
| Apr 1, 2022 | AUM | $22,427,879,269 | $29,812,849,622 | increased by$7,384,970,353 |
| Apr 1, 2022 | Accounts | 523 | 609 | increased by86 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARTNERS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARTNERS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.