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PARTNERS GROUP (USA) INC.

NEW YORK, NY · CRD 145228 · IAPD ↗ · partnersgroup.com · 212-908-2600

$29.12BRegulatory AUM
250Advisory reps
431Employees
0Clients
n/aPlanning clients
6Private funds
4States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — PARTNERS GROUP (USA) INC. shrank from 267 to 250 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
December 2025 — PARTNERS GROUP (USA) INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
32
April 2025 — PARTNERS GROUP (USA) INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — PARTNERS GROUP (USA) INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — PARTNERS GROUP (USA) INC. grew from 237 to 267 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.