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Partners Capital Investment Group, LLP

Alpha Nasdaq OCIO Indices - Contributor

BOSTON, MA

Form ADV and provider website profile · CRD 120663 · regulatory data as of Aug 13, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Partners Capital Investment Group, LLP. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$50.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
886Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$31.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$19.1BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered namePARTNERS CAPITAL INVESTMENT GROUP, LLP

CRD number120663

Firm foundedNot reported

SEC registration dateJun 10, 2002

Employees190

Advisory professionals102

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

600 ATLANTIC AVE, 30TH FLOOR, BOSTON, MA, 02210

617-292-2570

https://partners-cap.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$50.5B

As of Aug 13, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Charities41.6%$21.0B
Other Pooled Vehicles39.2%$19.8B
High-Net-Worth12.3%$6.2B
Retirement Plans4.5%$2.3B
Municipalities2.1%$1.1B
Investment companies0.2%$112M

Percentages and AUM are shown from the same reported Form ADV client-type records.