Data / Investment advisers / New York / Partners Group (USA) Inc.
Partners Group (USA) Inc., New York, NY: $29.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Partners Group (USA) Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $29.1 billion in regulatory assets under management in its Form ADV filed July 28, 2026. Its clients include investment companies, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
The request: Watch Partners Group (USA) Inc. (CRD number 145228): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145228
- SEC file number
- 801-68463
- SEC status
- Approved, effective November 23, 2007
- Main office
- 1114 Avenue of the Americas 37th Floor, New York, NY 10036
- Phone
- (212) 908-2600
- Website
- partnersgroup.com
- Regulatory AUM
- $29,119,490,972 in the Form ADV filed July 28, 2026
- Discretionary AUM
- $26,953,129,312
- Non discretionary AUM
- $2,166,361,660
- Accounts
- 65
- Employees
- 431, of which 250 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 2 private equity funds, 2 real estate funds, 2 other private funds
- Gross assets of private funds
- $4,301,753,647
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- July 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $16.55 billion |
| Pooled investment vehicles | 15 | $4.97 billion |
| State or municipal government entities | Fewer than 5 | $1.15 billion |
| Business development companies | 1 | $274.8 million |
| Corporations or other businesses | Fewer than 5 | $41.4 million |
| Charitable organizations | Fewer than 5 | $39.7 million |
| Pension and profit sharing plans | Fewer than 5 | $10.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $29.12 billion | March 30, 2026 |
| December 1, 2025 | $27.52 billion | September 12, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Apollo Credit Management, LLC | New York | $29.97 billion | Not listed | adviserinfo.sec.gov |
| Jpmorgan Alternative Asset Management | New York | $29.73 billion | 15 | adviserinfo.sec.gov |
| Epoch Investment Partners, Inc. | New York | $29.73 billion | 1 | adviserinfo.sec.gov |
| Franklin Templeton Institutional, LLC | New York | $29.59 billion | 7 | adviserinfo.sec.gov |
| Invesco Senior Secured Management, Inc. | New York | $29.38 billion | 27 | adviserinfo.sec.gov |
| Wafra Inc. | New York | $29.04 billion | 34 | adviserinfo.sec.gov |
| DBX Advisors LLC | New York | $28.99 billion | Not listed | adviserinfo.sec.gov |
| Diameter Capital Partners LP | New York | $28.76 billion | 34 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Partners Group (USA) Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.