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PARTNERS CAPITAL INVESTMENT GROUP, LLP
CRD 120663 · SEC 801-61234
600 ATLANTIC AVE, 30TH FLOOR, BOSTON, MA, 02210, United States
Phone
617-292-2570
Fax
617-292-2571
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.51B
Discretionary AUM
$31.42B
Team
190 total employees; 102 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Partnership
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 521 | $6.21B |
| Investment companies | 2 | $112.1M |
| Pooled investment vehicles | 123 | $19.79B |
| Pension/profit sharing plans | 90 | $2.28B |
| Charitable organizations | 147 | $21.03B |
| State/municipal entities | 3 | $1.08B |
States served
CA, MA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD