Asset manager · Boston, MA
Partners Capital Investment Group, LLP
SEC-registered investment adviser · CRD 120663 · SEC 801-61234
At a glance
Partners Capital Investment Group, LLP is an SEC-registered investment adviser based in Boston, Massachusetts, with $50.5 billion in regulatory assets under management as of its Form ADV filed August 13, 2026. Its largest client group by assets is charitable organizations, and it reports 521 individual clients. By Form ADV it is a asset manager, ranked 205th of 3,218 asset managers and 426th of 17,210 SEC-registered advisers by assets.
Main office 617-292-2570partners-cap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $51B
- Rank among asset managers
- #205 of 3,218
- Rank among all SEC RIAs
- #426 of 17,210
- Rank in Massachusetts
- #41 of 627
- Individual clients
- 521
- High-net-worth clients
- 521
- Accounts
- 886
- Discretionary
- 62% of AUM
- Employees
- 190
- Advisory staff
- 102
- Offices
- 4
Owners and executives on its Form ADV
- Arjun R. RaghavanGeneral Partner, Chief Executive Officer, and Director
- Paul A. DimitrukGeneral Partner, Senior Partner, and Director
- Nelda M. KacyemChief Compliance Officer
- Olivier E. PiccoliGeneral Counsel
- Sanjiv MisraIndependent Director
- Katie E. ThorpeGeneral Partner, Global Chief Operating Officer
- Caroline M. WoodworthDirector
- Gabriel P. CaillauxDirector
- Richard J. ScarinciGeneral Partner, Head of North America
- Lenia M. AscensoGeneral Partner, Chief Operating Officer of Investment Operations
- Bradley FriedDirector
- Eric S. SchwartzDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 147 | $21B | 42% |
| Pooled investment vehicles | 123 | $20B | 39% |
| High-net-worth individuals | 521 | $6.2B | 12% |
| Pension and profit sharing plans | 90 | $2.3B | 5% |
| State or municipal government entities | 3 | $1.1B | 2% |
| Investment companies | 2 | $112M | <1% |
Private funds
Partners Capital Investment Group, LLP reports 50 private funds with $24B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Partners Capital Investment Group, LLP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗partners-cap.com ↗
AtlasMembers
The full record on Partners Capital Investment Group, LLP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 303 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Partners Capital Investment Group, LLP manage?
Partners Capital Investment Group, LLP reports $50.5 billion in regulatory assets under management across 886 accounts, 62% of it on a discretionary basis, on its Form ADV filed August 13, 2026.
What kind of firm is Partners Capital Investment Group, LLP?
Partners Capital Investment Group, LLP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Partners Capital Investment Group, LLP’s clients?
By assets, its largest client types are charitable organizations ($21.0 billion, 147 clients); pooled investment vehicles ($19.8 billion, 123 clients); high-net-worth individuals ($6.2 billion, 521 clients).
Does Partners Capital Investment Group, LLP manage private funds?
Yes. It reports 50 private funds with $23.9 billion in gross assets, including hedge funds, private equity funds.
Does Partners Capital Investment Group, LLP have any disciplinary history?
Partners Capital Investment Group, LLP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Partners Capital Investment Group, LLP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →