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PARTNERS GROUP (USA) INC.
CRD 145228File 801-68463
APPROVED
Custody
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.12B
Top 10% of cohort (national)
Discretionary AUM
$26.95B
Non-discretionary $2.17B
Clients
20
65 accounts
Employees
431
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 23, 2007
- Principal office
- 1114 AVENUE OF THE AMERICAS, 37TH FLOOR, NEW YORK, NY, 10036
- Phone
- 212-908-2600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.12B
- Discretionary AUM
- $26.95B
- Non-discretionary AUM
- $2.17B
- Discretionary accounts
- 58
- Non-discretionary accounts
- 7
- Total accounts
- 65
- AUM per client
- $1.46B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $41.4M |
| Investment companies | 4 | $16.55B |
| Charitable organizations | Fewer than 5 | $39.7M |
| Pooled investment vehicles | 15 | $4.97B |
| Business development companies | 1 | $274.8M |
| Pension and profit sharing plans | Fewer than 5 | $10.2M |
| State or municipal government entities | Fewer than 5 | $1.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
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- Q11
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 58 | 20 |
| 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.