Partners Group (Usa) Inc.
- Regulatory AUM
- $29.1B
- Discretionary
- $27.0B
- Clients
- 58
- Avg AUM / client
- $502M
- Accounts
- 65
- Employees
- 431
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $16.5B | 56.8% |
| Business development companies | 1 | $275M | 0.94% |
| Pooled investment vehicles (non-investment companies) | 15 | $5.0B | 17.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $10.2M | 0.04% |
| Charitable organizations | Fewer than 5 clients | $39.7M | 0.14% |
| State or municipal government entities | Fewer than 5 clients | $1.1B | 3.94% |
| Corporations and other businesses | Fewer than 5 clients | $41.4M | 0.14% |
| Other | 38 | $6.1B | 20.9% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $3.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Partners Group Private Equity Ii, Llc | Private Equity Fund | Delaware | $1.6B | 64 |
| Partners Group Private Equity Ii (Tei) Class A, Llc feeder | Private Equity Fund | Cayman Islands | $1.0B | 71 |
| Partners Group Private Credit Strategy (Master Fund), Llc | Other Private Fund | Delaware | $625M | 49 |
| Partners Group Real Estate 2019 (Usd) Opco, L.P. | Real Estate Fund | Delaware | $73.8M | 5 |
| Partners Group Real Estate Secondary 2013 (Class P), L.P. feeder | Real Estate Fund | Delaware | $19.4M | 58 |
| Partners Group Private Markets Credit Strategies 2013 Usd, L.P. | Other Private Fund | Delaware | $3.0M | 4 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sdc League Pension Fund Board Of Trustees Sdc League Pension Fund | 2024 | |
| Pension Fund United Scenic Artists Local 829 Board Of Trustees Of Pension Fund | 2024 | |
| Stevens & Lee Savings Plan Stevens & Lee | Reading, PA | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dallara, Charles, Harry | Director, Chairman | Apr 2013 (13y) | Less than 5% | |
| Collins, Robert, Martin | Director | Aug 2019 (7y) | Less than 5% | |
| Nelson, Erin, Douglas | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Larkins, Joel, Alyn | Director | May 2023 (3y) | Less than 5% | |
| Stein, Thomas, Joseph | Director, Secretary | Nov 2023 (3y) | Less than 5% | |
| Trevisan, Anne, Lester | Director | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Partners Group Holding Ag | Owner | Jun 1997 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $3.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Partners Group Private Equity Ii, Llc | Private Equity Fund | $1.6B | $5.0M | 64 |
| Partners Group Private Equity Ii (Tei) Class A, Llc | Private Equity Fund | $1.0B | $5.0M | 71 |
| Partners Group Private Credit Strategy (Master Fund), Llc | Other Private Fund | $625M | $5.0M | 49 |
| Partners Group Real Estate 2019 (Usd) Opco, L.P. | Real Estate Fund | $73.8M | $10.0M | 5 |
| Partners Group Real Estate Secondary 2013 (Class P), L.P. | Real Estate Fund | $19.4M | $250K | 58 |
| Partners Group Private Markets Credit Strategies 2013 Usd, L.P. | Other Private Fund | $3.0M | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sdc League Pension Fund | Board Of Trustees Sdc League Pension Fund | 1,252 | $50.9M | 09/01/2024 |
| Pension Fund United Scenic Artists Local 829 | Board Of Trustees Of Pension Fund | 2,834 | $534M | 01/01/2024 |
| Stevens & Lee Savings Plan | Stevens & Lee | 385 | $281M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.98 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗