Partners Capital Investment Group, LLP
Partners Capital Investment Group, LLP is a Delaware limited liability partnership and independent investment adviser with offices in London, New York City, Boston, San Francisco, Dallas, Singapore, Hong Kong, and Paris. The firm provides wholly independent advice on asset allocation and manager selection across all asset classes and global markets, serving sophisticated family offices, entrepreneurs, foundations, endowments, and other institutions. Founded in 2001 with about 70 clients, it now serves approximately 600 clients globally, focusing on access to top-tier asset managers.
Investment Strategy
Provides independent advice on asset allocation and selection of asset managers across all asset classes and global markets, targeting diversified, high-quality investment opportunities.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares Core S&P 500 ETF | 20.32% | $506.1M | 815,096 | $528.76 | $620.90 | -$666.7M |
V VGSH | Vanguard Short-Term Treasury ETF | 6.18% | $153.9M | 2,618,804 | $58.39 | $58.78 | -$109.8M |
I IEMG | iShares Core MSCI Emerging Markets ETF | 5.49% | $136.8M | 2,278,484 | $52.88 | $60.03 | -$97.4M |
H HEFA | iShares Currency Hedged MSCI EAFE ETF | 4.86% | $121.1M | 3,190,737 | $35.59 | $37.96 | -$99.9M |
V VTV | Vanguard Value ETF | 4.70% | $117.1M | 662,810 | $156.85 | $176.74 | -$170.1M |