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PARTNERS GROUP (USA) INC.
CRD 145228File 801-68463
APPROVED
Custody
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 58 | 20 | decreased by38 |
| Apr 1, 2026 | Employees | 449 | 431 | decreased by18 |
| Apr 1, 2026 | Clients | 55 | 58 | increased by3 |
| Apr 1, 2026 | AUM | $27,517,369,647 | $29,119,490,972 | increased by$1,602,121,325 |
| Apr 1, 2026 | Accounts | 62 | 65 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 345 | 449 | increased by104 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 36 | 55 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,754,426,309 | $27,517,369,647 | increased by$9,762,943,338 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 43 | 62 | increased by19 |
| Apr 1, 2022 | Employees | 333 | 345 | increased by12 |
| Apr 1, 2022 | Clients | 34 | 36 | increased by2 |
| Apr 1, 2022 | AUM | $12,661,623,176 | $17,754,426,309 | increased by$5,092,803,133 |
| Apr 1, 2022 | Accounts | 42 | 43 | increased by1 |
| 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 GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARTNERS GROUP” 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.