Bain Capital Private Equity, LP (Boston)

Name: Bain Capital Private Equity, LP
Address: 200 Clarendon Street, Boston, MA, 02116
Telephone: 617-516-2318

Bain Capital Private Equity, LP is a large advisory firm based in Boston. It manages $45.41 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Bain Capital Private Equity provides portfolio management for pooled investment vehicles. 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 Private Equity: assets under management

The assets under management (AUM) of Bain Capital Private Equity, LP is $45.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and $45.03 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $45.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.06 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bain Capital Private Equity, LP for their services and products based on a percentage of assets under management. 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 Private Equity serves?

The only and largest group of clients of Bain Capital Private Equity is pooled investment vehicles with 22 clients and $45.41 billion of assets under management. Among the 9 most similar advisory firms, Bain Capital Private Equity has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $45.41 billion for 22 clients. 95% of the firm’s clients are foreign persons or businesses.

Bain Capital Private Equity also advises several private funds. Namely, twenty two private equity funds. The minimum investment commitment required of non-related persons ranges from $400,000 to $44,479,000.

Careers at Bain Capital Private Equity, LP

The company employs 556 people that are either part- or full-time employees. 44 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
Joshua Nmn Bekenstein	Managing director, bain capital private equity	1 Oct 1984	Other	5458226
Joshua Bekenstein	Managing director	1 Oct 1984	Other	5458226
Stephen Gerard Pagliuca	Managing director, bain capital private equity	1 Sep 1989	Other	4344369
John Patrick Connaughton	Managing director, bain capital private equity	1 Dec 1997	Other	4343603
Ian Kimball Loring	Managing director, bain capital private equity	1 Jan 2001	Other	1869943
Steven William Barnes	Managing director, bain capital private equity	1 Jan 2001	Other	5458225
Michel Gerard Plantevin	Managing director	1 Apr 2003	Other	2574553
Philip Henry Loughlin	Managing director, bain capital private equity	1 Jan 2004	Other	5458251
Sean Michael Doherty	Managing director and general counsel, bain capital private equity	1 Jan 2005	Other	5457249
Jay Paul Corrigan	Chief financial officer, bain capital private equity	1 Jan 2006	Other	5457251
Jia Jonathan Zhu	Managing director	1 Feb 2006	Other	2585671
David Benjamin Gross Loh	Managing director	1 Jan 2008	Other	6766824
Christopher Riley Gordon	Managing director, bain capital private equity	1 Jan 2009	Other	5659347
Blair Edward Hendrix	Managing director, bain capital private equity	1 Jan 2009	Other	5659348
Todd Michael Cook	Managing director, bain capital private equity	1 Jan 2009	Other	5659352
John T Kilgallon	Managing director, bain capital private equity	1 Aug 2011	Other	2530942
Nancy Jasinski Lotane	Managing director and chief operating officer	1 Aug 2011	Other	5974584
Lewis Stephen Klessel	Managing director, bain capital private equity	1 Jan 2012	Other	6038458
Melissa Diane Obegi	Asia general counsel	1 Apr 2012	Other	6932706
David Humphrey	Managing director, bain capital private equity	1 Jan 2013	Other	6165639
T Devin O'reilly	Managing director, bain capital private equity	1 Jan 2013	Other	6626755
Ryan N. Cotton	Managing director, bain capital private equity	1 Jan 2015	Other	6473290
Stephen Faulkner Thomas	Managing director, bain capital private equity	1 Jan 2015	Other	6473300
Lp Bain Capital	Limited partner	1 Nov 2015	75% - 100%	04-3511291
Llc Bain Capital Private Equity (Gp)	General partner, bain capital private equity	1 Nov 2015	Other	47-5052700
Kenneth John Hanau	Managing director, bain capital private equity	1 Nov 2015	Other	2251598
Kimberly Diane Mccaslin	Managing director, bain capital private equity	1 Jan 2016	Other	4555741
Robert Allen Quandt	Managing director, bain capital private equity	1 Jan 2016	Other	6626750
David Mark Hutchins	General counsel, north american private investments	1 Jan 2016	Other	6632015
Scott Franklin Weisman	Global chief compliance officer and senior regulatory counsel	1 Jul 2016	Other	6683283
Matthew J Porcaro	Chief financial officer, bain capital double impact	1 Aug 2016	Other	5458925
Llc Bain Capital Double Impact (Gp)	General partner, bain capital double impact	1 Aug 2016	Other	81-3495205
Deval Laurdine Patrick	Managing director, bain capital double impact	1 Aug 2016	Other	6693072
Lp Bain Capital Strategic Alternatives	Limited partner, bain capital double impact	1 Aug 2016	Other	81-3500361
Llc Bain Capital Life Sciences (Gp)	General partner, bain capital life sciences	1 Sep 2016	Other	81-2628826
Adam Max Koppel	Managing director, bain capital life sciences	1 Sep 2016	Other	6713192
Jeffrey Lawrence Schwartz	Managing director, bain capital life sciences	1 Sep 2016	Other	4241968
Scott Franklin Weisman	Managing director and global chief compliance officer	1 Jan 2018	Other	6683283
Bart Gombert	Managing director and general counsel, global private equity	1 Jan 2018	Other	6048444

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
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
Michael De Courcy Ward	Partner	1 Jan 2005	Other	5458255
Llc Bain Capital (Gp)	General partner	1 Nov 2015	Other	47-5051499
Lp Bain Capital Holdings	Limited partner	1 Nov 2015	75% - 100%	81-1074169
Llc Bain Capital Strategic Alternatives (Gp)	General partner	1 Aug 2016	Other	81-3509176

Based in Boston

The principal office where Bain Capital Private Equity, LP performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. 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 7:30am-8:00pm on Monday - Friday. You can find more information about the New York firm at baincapitalprivateequity.com/.