PARTNERS GROUP
advisor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-2 YoYRank #1844 of mapped providers
Assets under administration$10.9B0.0%Market share · rank #1008
Fees received$2MMedian $37,041/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PARTNERS GROUP plan look like?
Service mix · median fees per plan
Count of plans where PARTNERS GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 6 | $22,828 | |
Investment advisory (plan)Code 27 | 1 | $132,622 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of PARTNERS GROUP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PARTNERS GROUP.
| Sponsor | From | Assets |
|---|---|---|
VHS OF MICHIGANMI · 272396331-002 | WESTERN ASSET MANAGEMENT | $573M |
Plans lost in 2024
Appeared last year under PARTNERS GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE 32BJ/BROADWAY LEAGUE PENSION FUNDNY · 131998219-001 | JPMorgan Chase | $68M |
EMERGING ACQUISITIONS LLCOR · 371415176-001 | TPG Financial Advisors LLC | $14M |
GURTLER CHEMICALS INCIL · 363172585-001 | Private Advisor Group | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $1M | 4y | - |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | $1.8B | 1,794 | $556,704 | 6y | - |
VHS OF MICHIGANMI · 272396331-002 | $573M | 8,705 | $22,828 | 1y | - |
BOARD OF TRUSTEES OF PENSION FUNDNJ · 131982707-001 | $534M | 4,874 | $132,622 | 3y | - |
STEVENS & LEEPA · 231886296-002 | $281M | 546 | $0 | 10y | - |
BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUNDMA · 200845880-001 | $165M | 2,255 | $51,253 | 3y | - |
PITCAIRN COMPANYPA · 231209830-002 | $37M | 150 | $0 | 8y | - |
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUNDMI · 382848288-001 | $36M | 1,239 | $0 | 1y | - |
Flag exposure
87.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (28)
Raw Schedule C names collapsed into PARTNERS GROUP.
- GELSON'S MARKETS
- PARTNERS GROUP
- PARTNERS GROUP (USA) INC
- PARTNERS GROUP (USA), INC.
- PARTNERS GROUP CAYMAN MANAGEMENT
- PARTNERS GROUP CAYMAN MANAGEMENT II
- PARTNERS GROUP GLOBAL INFRA 2015
- PARTNERS GROUP GLOBAL INFRA. 2012
- PARTNERS GROUP GLOBAL INFRA. 2015
- PARTNERS GROUP GLOBAL INFRASTRUCTUR
- PARTNERS GROUP INFRASTRUCTURE 2012
- PARTNERS GROUP MANAGEMENT VI LTD
- PARTNERS GROUP MANAGEMENT VII LMTD
- PARTNERS GROUP PRIVATE EQUITY
- PARTNERS GROUP PRIVATE EQUITY LLC
- PARTNERS GROUP RE SECONDARY 2013
- PARTNERS GROUP RE SECONDARY 2017
- PARTNERS GROUP REAL ESTATE
- PARTNERS GROUP REAL ESTATE 2013
- PARTNERS GROUP REAL ESTATE SEC 2017
- PARTNERS GROUP REAL ESTATE SECONDAR
- PARTNERS GROUP USA , INC
- PARTNERS GROUP USA INC
- PARTNERS GROUP, (USA) INC.
- PEG GLOBAL EQUITY PRIVATE VII LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PARTNERS GROUP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PARTNERS GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on PARTNERS GROUP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Blake & Uhlig, P.A. | 1 | 12.5% |
| Ellenoff Grossman & Schole LLP | 1 | 12.5% |
| Gould Kobrick & Schlapp PC | 1 | 12.5% |
| Krakow & Souris LLC | 1 | 12.5% |
| Legghio & Israel, P.C. | 1 | 12.5% |
| Reinhart Boerner Van Deuren S.C. | 1 | 12.5% |
| Spivak Lipton LLP | 1 | 12.5% |
| Tucker Arensberg | 1 | 12.5% |
| Watkins Pawlick Calati & Prifti PC | 1 | 12.5% |