Partners Group Real Estate, LLC (San Francisco)


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.

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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. 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.

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.