Partners Group (Usa) Inc. is a large advisory firm based in New York. It manages $7.96 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado, New York, and Texas.
Partners Group (Usa) provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Partners Group (Usa) Inc. is $7.96 billion. The firm's AUM has grown by 3211% since the beginning of its operation, and $1.74 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Partners Group (Usa) Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Pamela Munggr Alsterlind is investment companies with 2 clients and $3.74 billion of assets under management. Among the 4 most similar advisory firms, Partners Group (Usa) has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $4.01 billion for 7 clients. 43% of the firm’s clients are foreign persons or businesses.
Partners Group (Usa) also advises several private funds. Namely, one real estate fund and one other private fund. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 246 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Pamela Munggr Alsterlind has been acting as President since 1 Jan 2010. Robert Martin Collins joined the executive team most recently as the Director.
The principal office where Partners Group (Usa) Inc. performs its advisory services is located at 1114 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Broomfield, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-908-2600 or by fax 212-908-2601. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at partnersgroup.com/.