Partners Capital Investment Group, Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 28, 2026, reports $50.5B in regulatory assets under management, 190 employees, 3 offices, and 886 accounts.
Assets Under Management
$50.5B
Employees
190
Offices
3 offices
Total Clients
886
Primary office
BOSTON, MA
600 ATLANTIC AVE, 30TH FLOOR, BOSTON, MA, United States
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
521
2
Charitable
16.6%
147
3
Pooled Investment Vehicles
13.9%
123
4
Pension Plans
10.2%
90
5
Government
0.3%
3
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$50.5Bas of April 28, 2026
Discretionary62.2%
$31.4B
62% of total RAUM62.2%
Non-discretionary37.8%
$19.1B
38% of total RAUM37.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$50.5B
Total Accounts886
10Y AUM Change+$42.2B (+508.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees190
Clients per Employee5:1
10Y Employee Change+155 (+442.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.