Bain Capital Partnership Strategies, LP (Boston)
Bain Capital Partnership Strategies, LP is a large advisory firm based in Boston. It manages $574.48 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Massachusetts.
Bain Capital Partnership Strategies provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bain Capital Partnership Strategies: assets under management
The assets under management (AUM) of Bain Capital Partnership Strategies, LP is $574.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and $133.72 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Bain Capital Partnership Strategies, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Bain Capital Partnership Strategies serves?
The only and largest group of clients of Bain Capital Partnership Strategies is pooled investment vehicles with 2 clients and $574.48 million of assets under management. Among the 7 most similar advisory firms, Bain Capital Partnership Strategies has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $574.48 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.
Bain Capital Partnership Strategies also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
Careers at Bain Capital Partnership Strategies, LP
The company employs 14 people that are either part- or full-time employees. 50 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
Indirect Owners
The SEC currently registers 11 indirect owners.Based in Boston
The principal office where Bain Capital Partnership Strategies, 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 617-516-2500 or by fax 6175162289. The normal business hours are 7:30 am - 8:00 pm on Monday - Friday. You can find more information about the New York firm at twitter.com/baincapital.
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