Partners Group Real Estate, LLC (San Francisco)

Name: Partners Group Real Estate, LLC
Address: 150 Spear Street, San Francisco, CA, 94105
Telephone: 415-537-8585

Partners Group Real Estate, LLC is a large advisory firm based in San Francisco. It manages $837.5 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and New York.

Partners Group Real Estate 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 Real Estate: assets under management

The assets under management (AUM) of Partners Group Real Estate, LLC is $837.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $837.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.64 million each.

Partners Group Real Estate has custody of $472.99 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Partners Group Real Estate, LLC for their services and products based on a percentage of assets under management 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 Group Real Estate, LLC

Scott Higbee has been acting as President since 1 Jul 2007. Jerald Sanchez joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pamela Alsterlind	Vice president & chief compliance officer	1 Jul 2007	Other	4512957
Partners Group (Usa) Inc.	Sole member	1 Jul 2007	75% - 100%	145228
Brooks Anthony Lindberg	Vice president & secretary	1 Jul 2007	Other	2508713
Scott Higbee	President	1 Jul 2007	Other	5429582
Scott David Higbee	President	1 Jul 2007	Other	5429582
Jerald Sanchez	Chief compliance officer	1 Mar 2011	Other	5902106

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Partners Group Holding Ag	Owner	1 Jun 1997	75% - 100%	foreign
Partners Group Holding Ag	Owner	1 May 2000	75% - 100%	foreign

Based in San Francisco

The principal office where Partners Group Real Estate, LLC performs its advisory services is located at 150 Spear Street, San Francisco, CA 94105, 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 415-537-8585 or by fax 415-537-8558. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.partnersgroup.com.