Bain Capital Partnership Strategies, LP (Boston)

Name: Bain Capital Partnership Strategies, LP
Address: 200 Clarendon Street, Boston, MA, 02116
Telephone: 617-516-2500

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.

The firm manages $574.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.24 million each.

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. 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 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

Name	Entity	Date acquired	Ownership	Employer ID
Colin Jason Campbell	Managing director, partnership strategies	1 Jan 2014	Other	6479392
Sally Dee Fassler Dornaus	Chief financial officer	1 Jan 2014	Other	5458587
Scott Franklin Weisman	Managing director and global chief compliance officer	1 Jan 2018	Other	6683283
Lp Bain Capital	Limited partner	1 May 2018	75% - 100%	043511291
Llc Bain Capital Partnership Strategies (Gp)	General partner	1 May 2018	Other	00000000
Michael Bennett Treisman	General counsel	1 May 2018	Other	5042660

Indirect Owners

The SEC currently registers 11 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
Steven William Barnes	Partner	1 Jan 2001	Other	5458225
Sean Michael Doherty	Partner	1 Jan 2005	Other	5457249
Michael De Courcy Ward	Partner	1 Jan 2005	Other	5458255
Llc Bain Capital (Gp)	General partner	1 May 2018	Other	475051499
Lp Bain Capital Holdings	Limited partner	1 May 2018	75% - 100%	811074169
Christopher Gardner Green	Partner	1 Sep 2018	Other	7090186

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.