Partners Capital Investment Group, LLP
Alpha Nasdaq OCIO Indices - ContributorBOSTON, MA
Form ADV and provider website profile · CRD 120663 · regulatory data as of Aug 13, 2026
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.
$50.5BTotal Firm AUM
$31.4BDiscretionary AUM
$19.1BNon-discretionary AUM
886Total accounts
349Discretionary accounts
537Non-discretionary accounts
Client Mix by Firm AUM
$50.5BFirm AUM
Charities41.6%
Other Pooled Vehicles39.2%
High-Net-Worth12.3%
Retirement Plans4.5%
Municipalities2.1%
Investment companies0.2%
Reported Client Types
Source: Form ADV client recordsCharities41.6%
147 clients$21.0B firm assets
Other Pooled Vehicles39.2%
123 clients$19.8B firm assets
High-Net-Worth12.3%
521 clients$6.2B firm assets
Retirement Plans4.5%
90 clients$2.3B firm assets
Municipalities2.1%
3 clients$1.1B firm assets
Investment companies0.2%
2 clients$112M firm assets
Reported total886 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $21.0B | 147 | 41.6% |
| Other Pooled Vehicles | $19.8B | 123 | 39.2% |
| High-Net-Worth | $6.2B | 521 | 12.3% |
| Retirement Plans | $2.3B | 90 | 4.5% |
| Municipalities | $1.1B | 3 | 2.1% |
| Investment companies | $112M | 2 | 0.2% |
| Reported total | $50.5B | 886 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…