Bcsf Advisors, LP (Boston)

Bcsf Advisors, LP is a large advisory firm based in Boston. It manages $3.1 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Bcsf Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bcsf Advisors: assets under management

The assets under management (AUM) of Bcsf Advisors, LP is $3.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 467% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bcsf Advisors, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bcsf Advisors serves?

The firm provides services to investment companies and business development companies. The largest group of clients of Bcsf Advisors is business development companies with 1 clients and $1.79 billion of assets under management. Among the 8 most similar advisory firms, Bcsf Advisors has the highest percentage of business development companies out of all clients.

The amount of regulatory assets under management is $3.1 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Bcsf Advisors doesn't advise any private funds.

Careers at Bcsf Advisors, LP

The company employs 350 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Fullerton Kellogg	Managing director	1 Jan 2004	Other	2248970
Stuart Emlyn Davies	Managing director	1 Jan 2005	Other	2024712
David Michael Mccarthy	Managing director	1 Jan 2007	Other	6472664
Timothy Madison Barns	Managing director	1 Jan 2007	Other	3110591
Jonathan Mark Desimone	Managing director	1 Jan 2008	Other	6472651
Jeffrey Michael Robinson	Managing director	1 Jan 2010	Other	6472673
Andrew Scott Viens	Executive vice president of operations	1 Jan 2014	Other	5458589
John Jay Wright Iii	Managing director	1 Jan 2014	Other	6838567
Christopher Michael Linneman	Managing director	1 Jan 2015	Other	1429531
Sally Dee Fassler Dornaus	Managing director and chief financial officer	1 Nov 2015	Other	5458587
Jeffrey Brooks Hawkins	Managing director and chief operating officer	1 Nov 2015	Other	5458588
Ranesh Nmn Ramanathan	Managing director and general counsel	1 Nov 2015	Other	5124080
Michael Alexander Ewald	Managing director	1 Nov 2015	Other	6472655
James Stephen Athanasoulas	Managing director	1 Nov 2015	Other	6591590
Lp Sankaty Advisors	Limited partner	1 Dec 2015	75% - 100%	134852
Llc Bcsf Advisors (Gp)	General partner	1 Dec 2015	Other	81-0970776
Lp Bain Capital Credit	Limited partner	1 Dec 2015	75% - 100%	134852
Scott Franklin Weisman	Global chief compliance officer and senior regulatory counsel	1 Jul 2016	Other	6683283
Viva Ann Hyatt	Managing director	1 Jan 2017	Other	6754334
Carolyn Clark Hastings	Managing director	1 Jan 2017	Other	4564257
Scott Franklin Weisman	Managing director and global chief compliance officer	1 Jan 2018	Other	6683283
Michael Bennett Treisman	General counsel	1 May 2018	Other	5042660
James Goldman	Chief compliance officer - bcsf advisors	1 Mar 2019	Other	6469099

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joshua Nmn Bekenstein	Partner	1 Oct 1984	Other	5458226
Stephen Gerard Pagliuca	Partner	1 Sep 1989	Other	4344369
John Patrick Connaughton	Partner	1 Dec 1997	Other	4343603
Michael Alan Krupka	Partner	1 Dec 1997	Other	5125779
Jonathan Scott Lavine	Partner	1 Dec 1997	Other	1869945
Dwight Macvicar Poler	Partner	1 Oct 1999	Other	1748689
Steven William Barnes	Partner	1 Jan 2001	Other	5458225
Michael De Courcy Ward	Partner	1 Jan 2005	Other	5458255
Sean Michael Doherty	Partner	1 Jan 2005	Other	5457249
Lp Bain Capital	Limited partner	1 Nov 2015	Other	04-3511291
Llc Bain Capital Credit (Gp)	General partner	1 Nov 2015	Other	47-5035975
Llc Bain Capital (Gp)	General partner	1 Nov 2015	Other	47-5051499
Lp Bain Capital Holdings	Limited partner	1 Nov 2015	Other	04-3511291
Lp Bain Capital	Member	1 Jan 2016	75% - 100%	04-3511291
Christopher Gardner Green	Partner	1 Sep 2018	Other	7090186

Based in Boston

The principal office where Bcsf Advisors, LP performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-516-2318 or by fax 617-516-2289. The normal business hours are 7:30 am - 8:00pm on Monday - Friday.