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Thomas Joseph Stein

PARTNERS GROUP (USA) INC.·NEW YORK, New York
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1114 AVENUE OF THE AMERICAS, NEW YORK, NY 10036CRD# 1375432Firm CRD# 145228
01

About

Thomas Joseph Stein is a registered financial advisor based in NEW YORK, New York, affiliated with PARTNERS GROUP (USA) INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PARTNERS GROUP (USA) INC.
PARTNERS GROUP (USA) INC.
AUM
$23.1B
Regulatory assets under management
Employees
443
Total firm employees
View all advisors at PARTNERS GROUP (USA) INC. →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1375432
Firm CRD# 145228
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Joseph Stein offer?
Thomas Joseph Stein specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Thomas Joseph Stein's credentials?
Thomas Joseph Stein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Stein located?
Thomas Joseph Stein is based in NEW YORK, New York, working with PARTNERS GROUP (USA) INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Thomas Joseph Stein charge for services?
Thomas Joseph Stein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS GROUP (USA) INC.?
PARTNERS GROUP (USA) INC. has approximately 443 employees and manages $23.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Adam Howarth
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