PARTNERS CAPITAL INVESTMENT GROUP, LLP

600 Atlantic Ave
30th Floor
Boston, Massachusetts 02210
Tel: 617-292-2570

About PARTNERS CAPITAL INVESTMENT GROUP, LLP

PARTNERS CAPITAL INVESTMENT GROUP, LLP, formally registered with the SEC as PARTNERS CAPITAL INVESTMENT GROUP, LLP. The firm was established in 06/10/2002. They have over 7 offices throughout the country.

PARTNERS CAPITAL INVESTMENT GROUP, LLP is a Boston, Massachusetts based Financial Planning firm with nearly $35,333,328,261 assets under management, offering retirement planning & investment advisory services to 793 clients. The firm is staffed with 154 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120663
SEC#	801-61234
Assets Managed by Firm	$35,333,328,261
No. of Clients	793
No. of Advisors	154

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	793	$35,333,328,261
High net worth individuals	440	$1,869,803,461
Pension and profit sharing plans	117	$2,181,844,127
Charitable organizations	126	$14,390,010,808

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