Partners Capital Investment Group (Holdings), LLC. (Boston)

Partners Capital Investment Group (Holdings), LLC. is a large advisory firm based in Boston. It manages $8.3 billion of regulatory assets for 379 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, Massachusetts, New York, and Texas.

Partners Capital Investment Group (Holdings) provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. 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 Capital Investment Group (Holdings): assets under management

The assets under management (AUM) of Partners Capital Investment Group (Holdings), LLC. is $8.3 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.75 billion in discretionary accounts and $3.55 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.77 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.99 million.

Partners Capital Investment Group (Holdings) has custody of $4.75 billion in cash and securities for 56 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Partners Capital Investment Group (Holdings), LLC. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Partners Capital Investment Group (Holdings), LLC.

John Collis has been acting as President since 1 May 2005. Llc. Partners Capital Investment Group (Holdings) joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Boston

The principal office where Partners Capital Investment Group (Holdings), LLC. performs its advisory services is located at 50 Rowes Wharf, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-292-2570 or by fax 617-292-2571. The normal business hours are 8:00a to 6:00p on Monday - Friday. You can find more information about the New York firm at partners-cap.com.

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