Investment adviser · CRD 120663

PARTNERS CAPITAL INVESTMENT GROUP, LLP

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Aug 13, 2026

Regulatory AUM: $50.5B
Client accounts: 886
Employees: 190
Advisory professionals: 102

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Charities	147	$21,033,098,146	41.6%
Pooled investment vehicles	123	$19,790,862,694	39.2%
High-net-worth individuals	521	$6,211,033,752	12.3%
Retirement plans	90	$2,280,161,318	4.5%
Government entities	Fewer than 5	$1,079,909,430	2.1%
Investment companies	2	$112,103,950	0.2%

Filing source

Form ADV 2125769 · Aug 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

THE MASTER PORTFOLIO (C) S.A. SICAV-RAIFHedge Fund · Last reported Aug 13, 2026$3.9BGross asset value

Form D fundraising filings

Master Portfolio (C) S.A. SICAV-RAIF

Fund administrator STATE STREET BANK INTERNATIONAL GMBH LUXEMBOURG BRANCH LUXEMBOURG, Luxembourg Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AUDIT (SOCIETE A RESPONSABILITE LIMITEE) BOSTON, Massachusetts, United States

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian NISA INVESTMENT ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No

Custodian STATE STREET BANK INTERNATIONAL GMBH LUXEMBOURG BRANCH LUXEMBOURG, Luxembourg Related to adviser: No

Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE AUDIT (SOCIETE A RESPONSABILITE LIMITEE)
PCAOB 34

MORGAN STANLEY & CO. LLC
SEC 8-15869

NISA INVESTMENT ADVISORS, LLC
LEI 549300L1IG2JOW7XNY28

WELLS FARGO SECURITIES, LLC
SEC 8-65876

Fund details & source

Fund ID: 805-4586618490
Reported beneficial owners: 361
Minimum commitment: $125K
Form D file number: 021-146215

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PARTNERS CAPITAL PHOENIX FUND II LTD - DIVERSIFIED INCOME FUNDPrivate Equity Fund · Last reported Aug 13, 2026$3.19BGross asset value

Form D fundraising filings

Partners Capital Phoenix Fund II Ltd - Diversified Income Fund

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE LLP BOSTON, Massachusetts, United States

Custodian NISA INVESTMENT ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE AND TOUCHE LLP
PCAOB 34

NISA INVESTMENT ADVISORS, LLC
LEI 549300L1IG2JOW7XNY28

Fund details & source

Fund ID: 805-4992456858
Reported beneficial owners: 209
Minimum commitment: $100K
Form D file number: 021-215662

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PARTNERS CAPITAL HARRIER FUND (C), LTDHedge Fund · Last reported Aug 13, 2026$2.11BGross asset value

Form D fundraising filings

Partners Capital Harrier Fund (C), Ltd.

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE AND TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-4992408170
Reported beneficial owners: 97
Minimum commitment: $100K
Form D file number: 021-170207

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PARTNERS CAPITAL GREYHAWK FUND, L.P.Hedge Fund · Last reported Aug 13, 2026$1.5BGross asset value

Form D fundraising filings

Partners Capital Greyhawk Fund, L.P.

Feeder funds

PARTNERS CAPITAL GREYHAWK CAYMAN FEEDER FUND, LTD

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE LLP BOSTON, Massachusetts, United States

Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE AND TOUCHE LLP
PCAOB 34

CHARLES SCHWAB & CO., INC.
SEC 8-16514

WELLS FARGO SECURITIES, LLC
SEC 8-65876

Fund details & source

Fund ID: 805-1091394208
Reported beneficial owners: 205
Minimum commitment: $250K
Form D file number: 021-147921
Form D file number: 021-190091

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

THE MASTER PORTFOLIO (A), L.P.Hedge Fund · Last reported Aug 13, 2026$1.08BGross asset value

Form D fundraising filings

Master Portfolio (A), L.P.

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE LLP BOSTON, Massachusetts, United States

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian NISA INVESTMENT ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE AND TOUCHE LLP
PCAOB 34

MORGAN STANLEY & CO. LLC
SEC 8-15869

NISA INVESTMENT ADVISORS, LLC
LEI 549300L1IG2JOW7XNY28

Fund details & source

Fund ID: 805-2029075814
Reported beneficial owners: 124
Minimum commitment: $100K
Form D file number: 021-145057

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND IV, L.P.Private Equity Fund · Last reported Aug 13, 2026$894MGross asset value

Feeder funds

PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND IV (CAYMAN), L.P.

Fund administrator APEX FUND SERVICES (INDIANA) INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE LLP BOSTON, Massachusetts, United States

Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No

Custodian M&T BANK NEW YORK, New York, United States Related to adviser: No

Marketer BUTLER CAPITAL PARTNERS OLD WESTBURY, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE AND TOUCHE LLP
PCAOB 34

BUTLER CAPITAL PARTNERS
CRD 114242 · SEC 8-53413

Fund details & source

Fund ID: 805-2530272274
Reported beneficial owners: 223
Minimum commitment: $250K

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PARTNERS CAPITAL CONDOR FUND XVIII, L.P.Private Equity Fund · Last reported Aug 13, 2026$783MGross asset value

Feeder funds

PARTNERS CAPITAL CONDOR FUND XVIII (CAYMAN), L.P.

Fund administrator APEX FUND SERVICES (INDIANA) INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE AND TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-2126614499
Reported beneficial owners: 176
Minimum commitment: $250K

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 13, 2026. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

600 ATLANTIC AVE, 30TH FLOOR
BOSTON, MA, 02210, United States

CRD 120663

Filing source

Form ADV 2125769 · Aug 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.