Facts and Insights
Partners Group (USA) Inc. is a globally recognized financial advisor that provides comprehensive investment solutions. It is one of the leading alternative asset management companies in the world, with a proven track record of delivering superior returns to its clients.
How does the advisor help clients – Key Takeaways:
- Partners Group (USA) Inc. offers a wide range of financial services, including private equity, private debt, infrastructure, real estate, and hedge fund investments.
- The firm’s experienced team of advisors provides personalized and tailored investment strategies to meet the unique needs and goals of its clients.
- Partners Group (USA) Inc. leverages its global network and expertise to identify and capitalize on attractive investment opportunities for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $109 billion (as of December 31, 2020) | Over 1,400 advisors | Founded in 1996 |
Financial Services Offered:
- Private Equity: Partners Group (USA) Inc. offers a diverse range of private equity investments, including direct, secondary, and co-investments.
- Private Debt: The firm provides access to private debt strategies, including direct lending, mezzanine financing, and distressed debt investments.
- Infrastructure: Partners Group (USA) Inc. offers expertise in infrastructure investments, including renewable energy, transportation, and telecommunications.
- Real Estate: The firm has a strong track record of investing in real estate across all major property sectors, from office and retail to industrial and residential.
- Hedge Funds: Partners Group (USA) Inc. offers access to top-performing hedge funds, including long/short equity, event-driven, and macro strategies.
Client Types:
Partners Group (USA) Inc. caters to a diverse range of clients, including institutional investors, such as pension funds, sovereign wealth funds, and insurance companies, as well as wealth managers, family offices, and high-net-worth individuals.
Fees & Compensation:
The firm’s fees and compensation structure are transparent and aligned with the interests of its clients. Partners Group (USA) Inc. charges management fees and performance-based fees for its investment services, with rates varying depending on the investment strategy and vehicle selected.
Background:
Partners Group (USA) Inc. was founded in 1996 and is headquartered in Denver, Colorado. It is a subsidiary of Partners Group, a global private markets investment manager with operations in over 20 countries.
Financial Advisor Disclosures to Know:
Partners Group (USA) Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC) and is subject to regulatory oversight. The firm has a clean disciplinary record with no regulatory actions or significant disclosures on its record. Clients can have confidence that their assets are in safe hands with Partners Group (USA) Inc.