# PARTNERS GROUP (USA) INC.

PARTNERS GROUP (USA) INC. of NEW YORK, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 145228
- Type: SEC-registered investment adviser
- SEC file number: 801-68463
- Location: 1114 AVENUE OF THE AMERICAS, 37TH FLOOR, NEW YORK, NY, 10036
- Phone: 212-908-2600
- Latest filing: 2026-07-28
- Regulatory AUM: $29.1B
- Discretionary AUM: $27.0B
- Non-discretionary AUM: $2.2B
- Clients: 431
- Accounts: 65

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert Martin Collins | DIRECTOR, CHAIRMAN | NEW YORK, NY |
| Charles Harry Dallara | DIRECTOR, CHAIRMAN | — |
| Erin Douglas Nelson | CHIEF COMPLIANCE OFFICER | — |
| Anne Lester Trevisan | DIRECTOR | — |
| Joel Alyn Larkins | DIRECTOR | — |
| Helen Flood | DIRECTOR | NEW YORK, NY |
| Lisa Bojko Lyle | DIRECTOR, SECRETARY | — |
| Thomas Joseph Stein | DIRECTOR, SECRETARY | — |
| ALSTERLIND PAMELA | DIRECTOR; DIRECTOR AND VICE PRESIDENT | — |
| NELSON DOUGLAS | CHIEF COMPLIANCE OFFICER | — |
| LINDBERG BROOKS ANTHONY | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT & SECRETARY; DIRECTOR, SECRETARY; DIRECTOR, SECRETARY, CHIEF COMPLIANCE OFFICER (+3 more) | — |
| HIGBEE SCOTT DAVID | DIRECTOR, PRESIDENT; DIRECTOR, SECRETARY | — |
| SANCHEZ JERALD | CHIEF COMPLIANCE OFFICER | — |
| AILEY ASHER KAMALI | CHIEF COMPLIANCE OFFICER | — |
| HIGBEE SCOTT | DIRECTOR, PRESIDENT; DIRECTOR, PRESIDENT, PARTNER | — |
| JIMENEZ OLIVER | CHIEF COMPLIANCE OFFICER | — |
| DALLARA CHARLES HARRY | DIRECTOR, CHAIRMAN | — |
| ESSEX WINFIELD SCOTT | DIRECTOR; DIRECTOR, SECRETARY | — |
| ALSTERLIND PAMELA MUNGGR | DIRECTOR | — |
| COLLINS ROBERT MARTIN | DIRECTOR | — |
| SCHWARTZ JOEL TODD | DIRECTOR | — |
| LAYTON DAVID MICHAEL | DIRECTOR | — |
| BAUMANN ANDREAS RETO | DIRECTOR | — |
| SCHWARTZ JOEL | DIRECTOR | — |
| LAYTON DAVID M | DIRECTOR | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-08-12 | civil | PLAINTIFFS HAVE ALLEGED THAT THERE WERE MATERIALLY FALSE AND MISLEADING STATEMENTS AND OMISSIONS IN KINDERCARE LEARNING COMPANIES, INC.'S FORM S-1 REGISTRATION STATEMENT THAT WAS FILED ON SEPTEMBER 6, 2024 WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. | Pending | — |


## Private funds (6)

Mix: Private Equity Fund 2 · Other Private Fund 2 · Real Estate Fund 2

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PARTNERS GROUP PRIVATE EQUITY II, LLC | Private Equity Fund | Delaware | 59 | $1.8B | $5.0M |
| PARTNERS GROUP PRIVATE EQUITY II (TEI) - CLASS A, LLC | Private Equity Fund | Cayman Islands | 73 | $1.2B | $5.0M |
| PARTNERS GROUP PRIVATE CREDIT STRATEGY (MASTER FUND), LLC | Other Private Fund | Delaware | 87 | $1.2B | $5.0M |
| PARTNERS GROUP REAL ESTATE 2019 (USD) OPCO, L.P. | Real Estate Fund | Delaware | 5 | $71.7M | $10.0M |
| PARTNERS GROUP REAL ESTATE SECONDARY 2013 (CLASS P), L.P. | Real Estate Fund | Delaware | 59 | $9.8M | $250K |
| PARTNERS GROUP PRIVATE MARKETS CREDIT STRATEGIES 2013 USD, L.P. | Other Private Fund | Delaware | 4 | $2.5M | $1.0M |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BROOMFIELD | CO | 147 | 303-606-3600 |
| HOUSTON | TX | 10 | 212-908-2846 |
| MIAMI | FL | 0 | 305-781-0147 |


## Fund service providers (3)

- custodian: PARTNERS GROUP PRIVATE CREDIT STRATEGY A, LLC
- custodian: PARTNERS GROUP PRIVATE CREDIT STRATEGY B, LLC
- custodian: PARTNERS GROUP PRIVATE EQUITY II (TEI) - CLASS A, LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145228/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145228/similar
- Related entities: https://search.stillhousedata.com/firm/145228/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145228

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.