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PARTNERS CAPITAL INVESTMENT GROUP, LLP

BOSTON, MA · CRD 120663 · IAPD ↗ · 617-292-2570

$50.51BRegulatory AUM
102Advisory reps
190Employees
0Clients
n/aPlanning clients
50Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — PARTNERS CAPITAL INVESTMENT GROUP, LLP grew from 85 to 102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — PARTNERS CAPITAL INVESTMENT GROUP, LLP added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
77
April 2024 — PARTNERS CAPITAL INVESTMENT GROUP, LLP grew from 76 to 83 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.