Firm profile

PARTNERS GROUP (USA) INC.

NEW YORK, NYCRD 145228Latest ADV March 30, 2026

Partners Group (Usa) Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $29.1B in regulatory assets under management, 431 employee, 3 offices, and 65 accounts.

Assets Under Management
$29.1B
Employees
431
Offices
3 offices
Total Clients
58
Primary office
NEW YORK, NY
1114 AVENUE OF THE AMERICAS, 37TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 908-2600
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOErin D. Nelson

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentSEPARATELY MANAGED ACCOUNTS represent 65.5% of total clients.
Top client categories% of clientsClients
1
SEPARATELY MANAGED ACCOUNTS
65.5%
38
2
Pooled Investment Vehicles
25.9%
15
3
Investment Cos.
6.9%
4
4
BDCs
1.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$29.1Bas of March 30, 2026
Discretionary92.6%
$27.0B
93% of total RAUM92.6%
Non-discretionary7.4%
$2.2B
7% of total RAUM7.4%
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$29.1B
Total Accounts65
10Y AUM Change+$24.0B (+467.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees431
Clients per Employee0:1
10Y Employee Change+276 (+178.1%)

* 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.