Partners Group Us Management Clo LLC (New York)

Name: Partners Group Us Management Clo LLC
Address: 1114 Avenue Of The Americas, New York, NY, 10036
Telephone: 212-908-2600

Partners Group Us Management Clo LLC is a large advisory firm based in New York. It manages $720.67 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Colorado and New York.

Partners Group Us Management Clo provides portfolio management for pooled investment vehicles. 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 Us Management Clo: assets under management

The assets under management (AUM) of Partners Group Us Management Clo LLC is $720.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and $720.67 million of the total AUM is attributable to clients outside of the United States.

The firm manages $720.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $360.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Partners Group Us Management Clo LLC 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 Winfield Scott Essex serves?

The only and largest group of clients of Winfield Scott Essex is pooled investment vehicles with 2 clients and $720.67 million of assets under management. Among the 6 most similar advisory firms, Partners Group Us Management Clo has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $720.67 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Partners Group Us Management Clo also advises several private funds. Namely, two securitized asset funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Partners Group Us Management Clo LLC

Winfield Scott Essex has been acting as President since 1 Oct 2018. Paul Mark Hanslin joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Partners Group (Usa) Inc.	Sole member	1 Aug 2017	75% - 100%	145228
Pamela Munggr Alsterlind	Director of sole member	1 Aug 2017	Other	4512957
Charles Harry Dallara	Director of sole member	1 Aug 2017	Other	6190162
Winfield Scott Essex	Director of sole member	1 Aug 2017	Other	2869539
Robert Martin Collins	Director of sole member	1 Aug 2017	Other	2761621
David Michael Layton	Director of sole member	1 Aug 2017	Other	6411572
Joel Todd Schwartz	Director of sole member	1 Aug 2017	Other	2083322
Edward Butterworth Smith	Chief compliance officer	1 Feb 2018	Other	4990679
Todd Bright	Director of sole member	1 May 2018	Other	6960167
Anthony Shontz	Director of sole member	1 May 2018	Other	6960166
Adam Howarth	Director of sole member	1 May 2018	Other	4083542
Winfield Scott Essex	Director	1 Oct 2018	Other	2869539
Paul Mark Hanslin	Director	1 Oct 2018	Other	7042514
Richard Andrew Bellis	Director	1 Oct 2018	Other	6125325

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Partners Group Holding Ag	Owner	1 Jun 1997	75% - 100%	foreign

Based in New York

The principal office where Partners Group Us Management Clo LLC 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 Denver, 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/.