DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
P••••••• G•••• •••• I•••
Latest filing Jul 28, 2026
First filing on the tape Mar 23, 2012 · 46 filings
SEC status approved since Nov 23, 2007
RAUM
$29B
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
431
250 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
6
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$29B as of Jul 28, 2026
Mar 23, 2012$3.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 28, 2026
Feb 26, 20130 then
Employees (5.A)431 as of Jul 28, 2026
Feb 26, 201397 then
Private funds6 as of Jul 28, 2026
Mar 28, 20141 then
RAUM +5.8% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 28, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $448MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 4.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- $2.6B, 17 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$17B73%
- Pooled investment vehicles$5.0B22%
- State and municipal entities$1.1B5.0%
- Corporations and businesses$41.4M0.2%
- Charitable organizations$39.7M0.2%
- Pension and profit-sharing plans$10.2M0.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 65reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.6B for 17 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.75 institutional_share=0.04 related_bd=false related_bank=true bd_reps=57.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- D•••• R••• H••••• to C••••••• A•••••••Dec 31, 2015 · Other
Joined, latest
- D•••• R••• H••••• from J••• M••••• S••••••••• L••Dec 15, 2014 · Other
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••••••• G•••• P•••••• E••••• I•• L•• | Private Equity Fund | $1.6B | 64 | Mar 30, 2020 |
| P••••••• G•••• P•••••• E••••• I• •••• • C•••• A• L•• | Private Equity Fund | $1.0B | 71 | Mar 30, 2020 |
| P••••••• G•••• P•••••• C••••• S••••••• •••••• F••••• L•• | Other Private Fund | $625M | 49 | Mar 31, 2022 |
| P••••••• G•••• R••• E••••• 2••• •••• O•••• L••• | Real Estate Fund | $73.8M | 5 | Mar 30, 2020 |
| P••••••• G•••• R••• E••••• O••••••••• 2••• •••• A• O•••• L•••no longer reported | Real Estate Fund | $35.7M | 12 | Mar 30, 2020 |
| P••••••• G•••• R••• E••••• S•••••••• 2••• ••••• P•• L••• | Real Estate Fund | $19.4M | 58 | Mar 27, 2015 |
| P••••••• G•••• P•••••• M•••••• C••••• S••••••••• 2••• U••• L••• | Other Private Fund | $3.0M | 4 | Mar 28, 2014 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• R•••••• M••••• · D•••••Orcontrolsince 08/2019 · owns less than 5%
- D••••••• C••••••• H•••• · D•••••Or, Chairmancontrolsince 04/2013 · owns less than 5%
- L••••••• J•••• A••• · D•••••Orcontrolsince 05/2023 · owns less than 5%
- N•••••• E•••• D•••••• · Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- S••••• T•••••• J••••• · D•••••Or, Secretarycontrolsince 11/2023 · owns less than 5%
- T•••••••• A•••• L••••• · D•••••Orcontrolsince 01/2024 · owns less than 5%
Entity owners
- P••••••• G•••• H•••••• A• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- P••••••• G•••• ••• G•••investment advisern
- P••••••• G•••• ••••••••• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• ••••••••• S•••investment advisern
- P••••••• G•••• ••••••••• P••• L•••investment advisern
- P••••••• G•••• ••• L•••investment advisern
- P••••••• G•••• ••• M••••••••• L•••investment advisern
- P••••••• G•••• A••••••• ••••• L••••••investment advisern
- P••••••• G•••• A•investment adviserbankpooled vehicle sponsorn
- P••••••• G•••• C••••• C••••• A••••• M••••••••• I• L••••••pooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• D••••• E••••• V• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• D••••• I•••• I• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• I• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• I• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• I•• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• I• L••••••investment adviserpooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• R•• I• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• S•••••••• V••• L••••••pooled vehicle sponsorn
- P••••••• G•••• C••••• M••••••••• V• L••••••pooled vehicle sponsorn
- P••••••• G•••• C••••• A••••• M••••••••• I• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• F•••••• I••• ••••• L••pooled vehicle sponsorn
- P••••••• G•••• J•••• K•••••••• K•••••investment advisern
- P••••••• G•••• M••••••••• •••••• L••pooled vehicle sponsorn
- P••••••• G•••• M••••••••• D••••• E••••• V• S•••••••bankpooled vehicle sponsorn
- P••••••• G•••• M••••••••• D••••• I•••• I• S•••••••bankpooled vehicle sponsorn
- P••••••• G•••• M••••••••• I• S•••••••bankpooled vehicle sponsorn
- P••••••• G•••• M••••••••• I• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• M••••••••• I• S•••••••bankpooled vehicle sponsorn
- P••••••• G•••• M••••••••• I•• L••••••bankpooled vehicle sponsorn
- P••••••• G•••• M••••••••• I•• S•••••••bankpooled vehicle sponsorn
- P••••••• G•••• M••••••••• I• •••• S•••••••bankpooled vehicle sponsorn
Advisers that list P••••••• G•••• •••• I••• as a related person
- 293856 y
Offices
Schedule D 1.F, the 25 largest
- Broomfield, CO171 employees
- Houston, TX9 employees
What changed
consecutive filings, newest first
- Accounts · 62 to 65Sep 12, 2025 to Mar 30, 2026
- Advisory employees · 267 to 250Sep 12, 2025 to Mar 30, 2026
- BD registered reps · 50 to 57Sep 12, 2025 to Mar 30, 2026
- Pooled vehicle clients · 16 to 15Sep 12, 2025 to Mar 30, 2026
- Employees · 449 to 431Sep 12, 2025 to Mar 30, 2026
- Discretionary RAUM · $25B to $27BSep 12, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $2.0B to $2.2BSep 12, 2025 to Mar 30, 2026
- Pension RAUM · $10.2M to $10.2MSep 12, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $4.7B to $5.0BSep 12, 2025 to Mar 30, 2026
- RAUM · $28B to $29BSep 12, 2025 to Mar 30, 2026
- Accounts · 49 to 62Jan 24, 2025 to Mar 28, 2025
- BD registered reps · 41 to 50Jan 24, 2025 to Mar 28, 2025
- Pooled vehicle clients · 14 to 16Jan 24, 2025 to Mar 28, 2025
- Assets in custody · $1.6B to $2.6BJan 24, 2025 to Mar 28, 2025
- Employees · 443 to 449Jan 24, 2025 to Mar 28, 2025
- Financial planning clients · unset to Jan 24, 2025 to Mar 28, 2025
- Other offices · 2 to 3Jan 24, 2025 to Mar 28, 2025
- Discretionary RAUM · $21B to $25BJan 24, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $1.8B to $2.0BJan 24, 2025 to Mar 28, 2025
- Pension RAUM · $1.6M to $10.2MJan 24, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $3.7B to $4.7BJan 24, 2025 to Mar 28, 2025
- RAUM · $23B to $28BJan 24, 2025 to Mar 28, 2025
- Accounts · 47 to 49May 25, 2023 to Mar 28, 2024
- Advisory employees · 237 to 267May 25, 2023 to Mar 28, 2024
- BD registered reps · 31 to 41May 25, 2023 to Mar 28, 2024
- Pooled vehicle clients · 13 to 14May 25, 2023 to Mar 28, 2024
- Assets in custody · $1.5B to $1.6BMay 25, 2023 to Mar 28, 2024
- Employees · 410 to 443May 25, 2023 to Mar 28, 2024
- Discretionary RAUM · $19B to $21BMay 25, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $2.0B to $1.8BMay 25, 2023 to Mar 28, 2024
- Pension RAUM · $4.7M to $1.6MMay 25, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.2B to $3.7BMay 25, 2023 to Mar 28, 2024
- RAUM · $21B to $23BMay 25, 2023 to Mar 28, 2024
- Accounts · 43 to 47Jun 1, 2022 to Mar 31, 2023
- Advisory employees · 218 to 237Jun 1, 2022 to Mar 31, 2023
- BD registered reps · 26 to 31Jun 1, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 13Jun 1, 2022 to Mar 31, 2023
- Assets in custody · $1.6B to $1.5BJun 1, 2022 to Mar 31, 2023
- Employees · 345 to 410Jun 1, 2022 to Mar 31, 2023
- Discretionary RAUM · $16B to $19BJun 1, 2022 to Mar 31, 2023
Signals
11 dated events
- Michael David Layton (Director) no longer on Schedule A of P••••••• G•••• •••• I••• (listed 2023-05-25, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- A•••••• S••••• (Director, Secretary) no longer on Schedule A of P••••••• G•••• •••• I••• (listed 2023-05-25, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- T••• B••••• (Director) no longer on Schedule A of P••••••• G•••• •••• I••• (listed 2023-05-25, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Joseph Thomas Stein (Director, Secretary) appeared on Schedule A of P••••••• G•••• •••• I•••Mar 28, 2024 · Control person joined · fact
- A••• L••••• (Director) appeared on Schedule A of P••••••• G•••• •••• I•••Mar 28, 2024 · Control person joined · fact
- Joel Larkins (Director) appeared on Schedule A of P••••••• G•••• •••• I•••Mar 28, 2024 · Control person joined · fact
- D•••••• E••• N••••• (Chief Compliance Officer) appeared on Schedule A of P••••••• G•••• •••• I•••Jun 1, 2022 · Control person joined · fact
- P••••••• G•••• •••• I••• reported RAUM $17.8B, up 40% from $12.7B (2021-11-04 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- P••••••• G•••• •••• I••• reported RAUM $10.7B, up 34% from $8.0B (2019-08-26 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Adam Howarth (Director) no longer on Schedule A of P••••••• G•••• •••• I••• (listed 2019-05-16, absent 2019-08-26)Aug 26, 2019 · Control person left · inference
- Martin Robert Collins (Director) appeared on Schedule A of P••••••• G•••• •••• I•••Aug 26, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- P••••••• G•••• •••• I••• · Independent Sponsorsshared crd · capital_provider
- P••••••• G•••• •••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/partners-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.p•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-908-2600reportedpublic record, Form ADV, Jul 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
P••••••• G•••• •••• I••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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