SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Partners Capital Investment Group, LLP
Boston, MA
CRD 120663
Firm filing updated August 13, 2026 ·
- $50.5BAssets
- 102Advisory staff
- 886Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals521
- Charities147
- Pooled vehicles123
- Pension and profit sharing plans90
- Investment companies2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 521 | $6.2 billion |
| Investment companies | 2 | $112.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 123 | $19.8 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 90 | $2.3 billion |
| Charitable organizations | 147 | $21.0 billion |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $1.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for investment companies
- Portfolio management for investment companies
Assets and accounts
- Regulatory assets$50.5 billion
- Accounts886
- Discretionary$31.4 billion · 349 accounts
- Non-discretionary$19.1 billion · 537 accounts
People
- Employees190
- Advisory staff102
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 120663, SEC file 801-61234.
- Registered with the SEC as an investment advisor (status date on record: June 10, 2002).
Is Partners Capital Investment Group, LLP a fiduciary?
Short answer: Partners Capital Investment Group, LLP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.