THE PARTNERS GROUP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2438 of mapped providers
Assets under administration$8.3B0.0%Market share · rank #1176
Fees received$2MMedian $66,311/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 THE PARTNERS GROUP plan look like?
Service mix · median fees per plan
Count of plans where THE 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 plan; Investment management fees paid directly by planCode 28 | 3 | $0 | |
Investment advisory (plan)Code 27 | 1 | $132,622 |
Competitor overlap
Percent of THE 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 THE PARTNERS GROUP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under THE PARTNERS GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
EMERGING ACQUISITIONS LLCOR · 371415176-001 | TPG FINANCIAL ADVISORS, LLC | $14M |
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 | - |
BOARD OF TRUSTEES OF PENSION FUNDNJ · 131982707-001 | $534M | 4,874 | $132,622 | 3y | - |
STEVENS & LEEPA · 231886296-002 | $281M | 546 | $0 | 10y | - |
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUNDMI · 382848288-001 | $36M | 1,239 | $0 | 1y | - |
Flag exposure
75.0%Market: 89.2%
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 (8)
Raw Schedule C names collapsed into THE PARTNERS GROUP.
- PARTNERS GROUP
- PARTNERS GROUP (USA) INC
- PARTNERS GROUP (USA), INC.
- PARTNERS GROUP USA , INC
- PARTNERS GROUP USA INC
- PARTNERS GROUP, (USA) INC.
- THE PARTNERS GROUP
- THE PARTNERS GROUP, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 THE 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 THE 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