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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

Partners Capital Investment Group

$31.4B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($2.62B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Secondaries, Private Equity, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
29
5 Open Source Trails Below
Sum of Disclosed Rows
$2.62B
Total AUM: $31.4B
Median Disclosed Amount
$82.8M
Range: $15.0M – $196.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Partners Capital Investment Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Silver Lake Technology Investors VIIIAdviser 7.B Vehicle Buyout 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Transwestern Strategic Partners Fund IV, LPAdviser 7.B Vehicle Secondaries 2025
$162.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Audax Private Equity Fund IIIAdviser 7.B Vehicle Buyout 2025
$162.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Asset Special Opp Fd TE IX LPAdviser 7.B Vehicle Private Credit 2024
$145.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Tribeca Access Fund II, LPAdviser 7.B Vehicle Buyout 2023
$142.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Partners Capital Investment Group

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Partners Capital Investment Group (OCIO / Wealth RIA, $31.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 16.2% Actual; $251.3M Unallocated Target Bandwidth). SEC Form ADV (801-61234, CRD #120663) verified $31.42B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Partners Capital Investment Group

512 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Partners Capital Investment Group (27 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 15 Shared Vehicles

Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tribeca Access Fund II, LP (2023 Vintage)
Partners Capital Investment Group: $142.8M · SEC Form ADV 7.B
Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $48.5M · SEC Form ADV 7.B

Additional shared vehicles: Triton Fund VI (2023 Vintage) · Triangle Investment Opportunities, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

European Investment Fund (EIF)

Fund of Funds / Seeder Luxembourg
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Triton Fund VI (2023 Vintage)
Partners Capital Investment Group: $103.0M · SEC Form ADV 7.B
European Investment Fund (EIF): $100.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Tribeca Access Fund II, LP (2023 Vintage) · Trive Structured Capital Fund I LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Turning Rock Fund III (2023 Vintage)
Partners Capital Investment Group: $61.8M · SEC Form ADV 7.B
Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory: $63.0M · SEC Form ADV 7.B

Additional shared vehicles: Triton Fund VI (2023 Vintage) · Trive Structured Capital Fund I LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+509 Additional Institutional LPs Report Shared Vehicles with Partners Capital Investment Group

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 29 total tracked records for Partners Capital Investment Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (512 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Partners Capital Investment Group

Buyout LPs →Private Credit LPs →Secondaries LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Partners Capital Investment Group

What type of institutional allocator is Partners Capital Investment Group and what is their typical disclosed ticket size?

Partners Capital Investment Group is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 29 historical disclosure records tracked on Prilago ($2.62B total parsed USD across disclosed rows), the median disclosed amount is $82.8M (range: $15.0M to $196.5M).

Which private-market strategies appear in Partners Capital Investment Group's public disclosures?

Partners Capital Investment Group has disclosed records across Buyout, Private Credit, Secondaries, Private Equity, Venture Capital. Open preview records include Silver Lake Technology Investors VIII (2025 Vintage), Transwestern Strategic Partners Fund IV, LP (2025 Vintage), Audax Private Equity Fund III (2025 Vintage), Blue Owl Asset Special Opp Fd TE IX LP (2024 Vintage).

How are Partners Capital Investment Group's historical records substantiated and separated from active searches on Prilago?

Records for Partners Capital Investment Group cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Partners Capital Investment Group's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/partners-capital-investment-group or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Partners Capital Investment Group?

In Prilago's bilateral commitment graph, Partners Capital Investment Group shares resolved underlying fund vehicles with 512 institutional LPs across 27 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (15 shared vehicles, e.g. Tribeca Access Fund II, LP (2023 Vintage)), European Investment Fund (EIF) (12 shared vehicles, e.g. Triton Fund VI (2023 Vintage)), Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. Turning Rock Fund III (2023 Vintage)).

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