Partners Group (Usa) Inc. (New York)

Name: Partners Group (Usa) Inc.
Address: 1114 Avenue Of The Americas, New York, NY, 10036
Telephone: 212-908-2600

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.

Partners Group (Usa): assets under management

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 firm manages $6.72 billion in discretionary accounts and $1.24 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.12 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $247.34 million.

Partners Group (Usa) has custody of $969.75 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 48% of the total AUM. The second-largest asset type is other assets, which make up 37% of the firm’s portfolio. Investments in non-exchange traded securities form 10% of the total invested assets.

Fees & Commissions

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.

What kind of clients Pamela Munggr Alsterlind serves?

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.

Careers at Partners Group (Usa) Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Partners Group Holding Ag	Owner	1 Jun 1997	75% - 100%	foreign
Partners Group Holding	Owner	1 Jun 1997	75% - 100%	foreign
Brooks Anthony Lindberg	Director, secretary, principal, chief compliance officer	1 Jan 2006	Other	2508713
Scott Higbee	Director, president, partner	1 Jan 2006	Other	5429582
Scott David Higbee	Director, president	1 Jan 2006	Other	5429582
Pamela Munggr Alsterlind	Director	1 Jan 2010	Other	4512957
Pamela Alsterlind	Director and vice president	1 Jan 2010	Other	4512957
Jerald Sanchez	Chief compliance officer	1 Mar 2011	Other	5902106
Asher Kamali Ailey	Chief compliance officer	1 Jan 2013	Other	5990508
Charles Harry Dallara	Director, chairman	1 Apr 2013	Other	6190162
Winfield Scott Essex	Director	1 Jan 2014	Other	2869539
Oliver Jimenez	Chief compliance officer	1 Jul 2014	Other	2478769
Scott David Higbee	Director, secretary	1 Aug 2014	Other	5429582
Robert Martin Collins	Director	1 Aug 2014	Other	2761621
Joel Todd Schwartz	Director	1 Aug 2014	Other	2083322
David Michael Layton	Director	1 Aug 2014	Other	6411572
Joel Schwartz	Director	1 Aug 2014	Other	2083322
David M Layton	Director	1 Aug 2014	Other	6411572
Andreas Reto Baumann	Director	1 Jan 2015	Other	6437112
Lance De Jersey	Director of relying adviser	1 Mar 2015	Other	6043613
Khalid Iton	Director of relying adviser	1 Mar 2016	Other	6627334
Sergio Raposo	Director of relying adviser	1 Mar 2016	Other	6318155
Samantha Le Marquand	Director of relying adviser	1 Jul 2017	Other	6179551
Justin Michael Rindos	Director of relying adviser	1 Aug 2017	Other	6852211
Adam Howarth	Director	1 May 2018	Other	4083542
Anthony Shontz	Director, secretary	1 May 2018	Other	6960166
Todd Bright	Director	1 May 2018	Other	6960167
Robert Martin Collins	Director	1 Aug 2019	Other	2761621

Based in New York

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/.