PARTNERS GROUP (USA) INC.

Latest filing: May 24, 2024 (159 days ago)

AUM

$23,093,576,837
8% change vs. 1 year ago
82% change vs. 3 years ago
190% change vs. 5 years ago
438% change vs. 10 years ago

Employee Count

443
8% change vs. 1 year ago
33% change vs. 3 years ago
80% change vs. 5 years ago
303% change vs. 10 years ago

Main Office

NEW YORK, NY
1114 AVENUE OF THE AMERICAS, NEW YORK, NY, UNITED STATES, 10036

Client AUM

Discretion AUM
Discretionary $21.3
Non-Discretionary $1.8
Total $23.1
Client AUM
Retail $0.0
Pooled $18.0
Institutional $5.1
Total $23.1
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $5.1
Retail SMA AUM $0.0
Institutional SMA AUM $5.1
Asset Class % AUM
Equity Exch 1% $0.1
Equity Non-Exch 21% $1.1
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 49% $2.5
Cash 1% $0.1
Other 28% $1.4
Total 100% $5.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
PARTNERS GROUP US MANAGEMENT CLO LLC $5.4 293856
PARTNERS GROUP MANAGEMENT VII S.A.R.L. $0.0 -
PARTNERS GROUP (UK) LTD. $0.0 -
PARTNERS GROUP MANAGEMENT V LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT REO II S.A.R.L. $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT DIRECT EQUITY V LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT DIRECT INFRA IV S.A.R.L. $0.0 -
PARTNERS GROUP ADVISORS (DIFC) LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT XV LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT IV (EUR) S.A.R.L. $0.0 -
PARTNERS GROUP MANAGEMENT V (GBP) S.A.R.L. $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT DIRECT INFRA IV LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT VI (USD) S.A.R.L. $0.0 -
PARTNERS GROUP MANAGEMENT DIRECT EQUITY V S.A.R.L. $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT REO II LIMITED $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT II LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT VI LIMITED $0.0 -
PARTNERS GROUP (SINGAPORE) PTE. LTD. $0.0 -
PARTNERS GROUP MANAGEMENT I S.A.R.L. $0.0 -
PARTNERS GROUP MANAGEMENT XII LIMITED $0.0 -
PARTNERS GROUP PRIVATE MARKETS (AUSTRALIA) PTY. LTD. $0.0 -
PARTNERS GROUP (EU) GMBH $0.0 -
PARTNERS GROUP MANAGEMENT XIII LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT II LIMITED $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT SECONDARY VIII LIMITED $0.0 -
PARTNERS GROUP FINANCE IBCP (USD), LLC $0.0 -
PARTNERS GROUP CAYMAN CLIENT ACCESS MANAGEMENT I LIMITED $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT V LIMITED $0.0 -
PARTNERS GROUP (UK) MANAGEMENT LTD. $0.0 -
PARTNERS GROUP (GUERNSEY) LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT VII LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT VIII LIMITED $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT IV LIMITED $0.0 -
PARTNERS GROUP US MANAGEMENT LLC $0.0 -
PARTNERS GROUP MANAGEMENT II S.A.R.L. $0.0 -
PARTNERS GROUP MANAGEMENT III S.A.R.L. $0.0 -
PARTNERS GROUP MANAGEMENT III LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT XIV LIMITED $0.0 -
PARTNERS GROUP US MANAGEMENT II LLC $0.0 -
PARTNERS GROUP MANAGEMENT (SCOTS) LLP $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT III LIMITED $0.0 -
PARTNERS GROUP JAPAN KABUSHIKI KAISHA $0.0 -
PARTNERS GROUP AG $0.0 162791
PARTNERS GROUP MANAGEMENT XI LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT IX LIMITED $0.0 -
PARTNERS GROUP CAYMAN MANAGEMENT I LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT IV LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT LIMITED $0.0 -
PARTNERS GROUP (LUXEMBOURG) S.A. $0.0 -
PARTNERS GROUP US MANAGEMENT III LLC $0.0 -
PARTNERS GROUP CLIENT ACCESS MANAGEMENT I LIMITED $0.0 -
PARTNERS GROUP MANAGEMENT X LIMITED $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

7 active

Name Title
DALLARA, CHARLES, HARRY DIRECTOR, CHAIRMAN
COLLINS, ROBERT, MARTIN DIRECTOR
NELSON, ERIN, DOUGLAS CHIEF COMPLIANCE OFFICER
STEIN, THOMAS, JOSEPH DIRECTOR, SECRETARY
LESTER, ANNE DIRECTOR
LARKINS, JOEL DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $23.1 $0.0 0% 443 0 0%
2024-04-02 $23.1 $0.0 0% 443 0 0%
2023-04-04 $21.4 $1.7 8% 410 33 8%
2022-04-01 $17.8 $5.3 30% 345 98 28%
2021-04-05 $12.7 $10.4 82% 333 110 33%
2020-04-01 $10.7 $12.4 116% 308 135 44%
2019-04-01 $8.0 $15.1 190% 246 197 80%
2018-04-02 $6.9 $16.2 236% 190 253 133%
2017-04-01 $5.1 $18.0 350% 155 288 186%
2016-04-01 $4.5 $18.6 415% 128 315 246%
2015-04-01 $5.6 $17.5 310% 119 324 272%
2014-04-01 $4.3 $18.8 438% 110 333 303%
2013-04-01 $3.8 $19.3 503% 97 346 357%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, CO-05/25/2016, NY-11/23/2007, TX-10/22/2014
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES
REP BROKER DEALER
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV