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

Name: Partners Capital Investment Group (Holdings), LLC.
Address: 50 Rowes Wharf, Boston, MA, 02110
Telephone: 617-292-2570

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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

Name	Entity	Date acquired	Ownership	Employer ID
Stan Burton Miranda	Chief executive	1 Jan 2002	25% - 50%	4539023
Paul Arthur Dimitruk	Chairman	1 Jan 2002	Other	4362486
Hoegh Capital Partners Investments Limited	Shareholder	1 Sep 2002	Other	54-4001162
William Fox	Partner	1 Aug 2003	Other	4894225
John Collis	Director	1 May 2005	Other	5123704
Zrh Nominees Limited	Shareholder	1 Jul 2005	Other	foreign
Clinton John Liebenberg	Chief compliance officer	1 May 2006	Other	5312042
Richard Michael Demartini	Director	1 Aug 2006	Other	809586
Toby Seth	Chief operating officer / chief financial officer	1 Jan 2010	Other	5903414
David Lawrence Henle	Director	1 Nov 2011	Other	717253
Ca Participation Ventures Ltd	Shareholder	1 Apr 2012	Other	foreign
Llc. Partners Capital Investment Group (Holdings)	Sole member of partners capital cayman gp vii, ltd	1 Aug 2013	75% - 100%	120663
Lawrence Hall Guffey	Director	1 Dec 2013	Other	2187001
Llc. Partners Capital Investment Group (Holdings)	Sole member of partners capital cayman gp viii, ltd	1 Feb 2015	75% - 100%	120663
Llc. Partners Capital Investment Group (Holdings)	Sole member of partners capital osprey fund gp, llc	1 Apr 2015	75% - 100%	120663
Llc. Partners Capital Investment Group (Holdings)	Sole member of partners capital cayman gp ix, ltd	1 Jun 2016	75% - 100%	120663
Llc. Partners Capital Investment Group (Holdings)	Sole member of partners capital cayman gp, ltd	1 Nov 2016	75% - 100%	120663
Llc. Partners Capital Investment Group (Holdings)	Shareholder	1 Jan 2017	50% - 75%	120663

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Helliot Trust	Shareholder	1 Jul 2005	75% - 100%	foreign
E&A Trust	Shareholder	1 Apr 2012	75% - 100%	foreign

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.