BOYLSTON ADVISORS, LP
Adviser information for BOYLSTON ADVISORS, LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 44 | $9.8B |
| Non-Discretionary | 180 | $2.7B |
| Total | 224 | $12.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 173 | $1.3B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 51 | $11.2B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 25 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | EXPENSE ALLOCATION |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-107144 |
|---|---|
| SEC ERA File Number | 801-107144 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 183517 |
| Legal Entity Identifier | None |
Principal Office
200 CLARENDON STREETBOSTON
MA
United States
Monday - Friday, 7:30 AM - 8:00 PM
Tel: 617-516-2318, Fax: 617-516-2289
Chief Compliance Officer
SCOTT F. WEISMAN
PARTNER & CHIEF COMPLIANCE OFFICER, BAIN CAPITAL
200 CLARENDON ST
BOSTON
MA
United States
Tel:
617-516-2318
Fax:
617-516-2289
S*******@**************M
(Full email address available in API data)
Industry Affiliates
| ASSET RESURGENCE MAURITIUS MANAGER | Other investment adviser, including financial planners |
| BAIN CAPITAL (SINGAPORE) PTE. LTD. | Other investment adviser, including financial planners |
| BAIN CAPITAL (UK) LIMITED | Other investment adviser, including financial planners |
| BAIN CAPITAL ADVISORS (INDIA) PVT. LTD. | Other investment adviser, including financial planners |
| BAIN CAPITAL ASSET MANAGER MAURITIUS | Other investment adviser, including financial planners |
| BAIN CAPITAL CREDIT (ASIA) LTD. | Other investment adviser, including financial planners |
| BAIN CAPITAL CREDIT (AUSTRALIA) PTY. LTD. | Other investment adviser, including financial planners |
| BAIN CAPITAL CREDIT CLO ADVISORS, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL CREDIT U.S. CLO MANAGER II, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL CREDIT U.S. CLO MANAGER, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL CREDIT, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL CREDIT, LTD. | Other investment adviser, including financial planners |
| BAIN CAPITAL CRYPTO, LP | Other investment adviser, including financial planners |
| BAIN CAPITAL DISTRIBUTORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| BAIN CAPITAL DOUBLE IMPACT, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL INSURANCE SOLUTIONS, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL INVESTMENTS (EUROPE) LIMITED | Other investment adviser, including financial planners |
| BAIN CAPITAL INVESTMENTS (IRELAND) LIMITED | Other investment adviser, including financial planners |
| BAIN CAPITAL INVESTMENTS (LUXEMBOURG) S.A.R.L. | Other investment adviser, including financial planners |
| BAIN CAPITAL LIFE SCIENCES, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL PARTNERSHIP STRATEGIES, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL PRIVATE EQUITY (ASIA) LTD. | Other investment adviser, including financial planners |
| BAIN CAPITAL PRIVATE EQUITY (EUROPE), LLP | Other investment adviser, including financial planners |
| BAIN CAPITAL PRIVATE EQUITY (JAPAN), LLC | Other investment adviser, including financial planners |
| BAIN CAPITAL PRIVATE EQUITY, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL PUBLIC EQUITY, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL REAL ESTATE, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL TECH OPPORTUNITIES, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BAIN CAPITAL VENTURES, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BCES MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BCPC ADVISORS, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BCSF ADVISORS, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BOYLSTON COINVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BOYLSTON INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BOYLSTON LOW CORRELATION INVESTORS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BOYLSTON REAL ASSETS 2017 INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BOYLSTON REAL ASSETS FUND INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INDIA RESURGENCE ASSET MANAGEMENT BUSINESS PRIVATE LIMITED | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BCIP AIV, L.P. | Private Equity Fund | $13.3M | $0.0M | 280 |
| BCIP ASSOCIATES | Hedge Fund | $64.4M | $0.0M | 270 |
| BCIP ASSOCIATES II-D | Hedge Fund | $302.7M | $0.0M | 538 |
| BCIP ASSOCIATES II-S | Hedge Fund | $597.6M | $0.0M | 289 |
| BCIP ASSOCIATES II, L.P. | Private Equity Fund | $24.7M | $0.0M | 39 |
| BCIP ASSOCIATES III-B | Private Equity Fund | $4.8M | $0.0M | 267 |
| BCIP ASSOCIATES IV-B, L.P. | Private Equity Fund | $81.5M | $0.0M | 505 |
| BCIP ASSOCIATES IV-D, L.P. | Hedge Fund | $13.2M | $0.0M | 80 |
| BCIP ASSOCIATES V-B | Private Equity Fund | $290.0M | $0.0M | 489 |
| BCIP CRYPTO | Private Equity Fund | $104.0M | $0.0M | 242 |
| BCIP CRYPTO (F) | Private Equity Fund | $11.7M | $0.0M | 106 |
| BCIP DIAMOND-B, LP | Private Equity Fund | $3.4M | $0.0M | 144 |
| BCIP DOUBLE IMPACT ASSOCIATES | Private Equity Fund | $112.5M | $0.0M | 192 |
| BCIP INSURANCE | Private Equity Fund | $29.1M | $0.0M | 66 |
| BCIP INSURANCE (F) | Private Equity Fund | $2.3M | $0.0M | 24 |
| BCIP LIFE SCIENCES ASSOCIATES | Private Equity Fund | $181.5M | $0.0M | 326 |
| BCIP LIFE SCIENCES ASSOCIATES II-B | Private Equity Fund | $18.3M | $0.0M | 119 |
| BCIP NUCLEON, LP | Private Equity Fund | $105.7M | $0.0M | 368 |
| BCIP QUEST AIV, L.P. | Private Equity Fund | $23.4M | $0.0M | 270 |
| BCIP REAL ESTATE ASSOCIATES | Real Estate Fund | $296.4M | $0.0M | 230 |
| BCIP REAL ESTATE ASSOCIATES (F) | Real Estate Fund | $21.2M | $0.0M | 84 |
| BCIP TECH OPPORTUNITIES-B | Private Equity Fund | $19.7M | $0.0M | 187 |
| BCIP TRUST ASSOCIATES III-B | Private Equity Fund | $2.0M | $0.0M | 159 |
| BCIP TRUST ASSOCIATES III-C | Hedge Fund | $52.4M | $0.0M | 322 |
| BCIP TRUST ASSOCIATES III-S, L.P. | Hedge Fund | $49.4M | $0.0M | 24 |
| BCIP TRUST ASSOCIATES IV-B, L.P. | Private Equity Fund | $2.3M | $0.0M | 200 |
| BCIP TRUST ASSOCIATES-OPD | Private Equity Fund | $89.1M | $0.0M | 48 |
| BCIP TRUST REAL ESTATE, L.P. | Real Estate Fund | $3.1M | $0.0M | 9 |
| BCIP VENTURE ASSOCIATES II-B | Venture Capital Fund | $32.6M | $0.0M | 212 |
| BCIP VENTURE ASSOCIATES-B | Venture Capital Fund | $8.9M | $0.0M | 212 |
| BCIP VENTURE III-B | Venture Capital Fund | $5.7M | $0.0M | 99 |
| BCIP WATSON, L.P. | Private Equity Fund | $86.0M | $0.0M | 477 |
| BOYLSTON LOW CORRELATION INVESTMENTS, L.P. | Hedge Fund | $18.0M | $0.1M | 66 |
| BOYLSTON REAL ASSETS FUND 2017, L.P. | Private Equity Fund | $41.1M | $0.1M | 29 |
| BOYLSTON REAL ASSETS FUND, L.P. | Private Equity Fund | $49.1M | $0.1M | 23 |
| CLARENDON INVESTMENT PARTNERS II, L.P. | Private Equity Fund | $989.9M | $0.0M | 149 |
| CLARENDON INVESTMENT PARTNERS III, L.P. | Private Equity Fund | $113.9M | $0.0M | 114 |
| CLARENDON INVESTMENT PARTNERS IV, L.P. | Private Equity Fund | $20.9M | $0.0M | 35 |
| CLARENDON INVESTMENT SERIES | Private Equity Fund | $77.0M | $0.0M | 47 |
| CLARENDON TRUST INVESTMENT PARTNERS, L.P. | Private Equity Fund | $69.0M | $0.0M | 57 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BAIN CAPITAL, LP | Domestic Entity | – | LIMITED PARTNER | 11/2015 | > 75% |
| BOYLSTON ADVISORS (GP), LLC | Domestic Entity | – | GENERAL PARTNER | 11/2015 | < 5% |
| WARD, MICHAEL, DE COURCY | Individual | – | PARTNER & CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER, BAIN CAPITAL | 01/2005 | < 5% |
| CAMPBELL, COLIN, JASON | Individual | – | PARTNER, PARTNER INVESTMENTS | 01/2014 | < 5% |
| JUBBOORI, KASE, WILLIAM | Individual | – | DEPUTY GENERAL COUNSEL & HEAD OF PARTNER TAX, BAIN CAPITAL | 09/2015 | < 5% |
| LORION, CARA, MCCAULEY | Individual | – | PARTNER & CHIEF FINANCIAL OFFICER, COINVEST, GP & PARTNER SERVICES | 12/2012 | < 5% |
| BAIN CAPITAL (GP), LLC | Domestic Entity | BAIN CAPITAL, LP | GENERAL PARTNER | 11/2015 | |
| BAIN CAPITAL HOLDINGS, LP | Domestic Entity | BAIN CAPITAL, LP | LIMITED PARTNER | 11/2015 | > 75% |
| CONNAUGHTON, JOHN, PATRICK | Individual | BAIN CAPITAL HOLDINGS, LP | PARTNER | 12/1997 | |
| LAVINE, JONATHAN, SCOTT | Individual | BAIN CAPITAL HOLDINGS, LP | PARTNER | 12/1997 | |
| BAIN CAPITAL, LP | Domestic Entity | BOYLSTON ADVISORS (GP), LLC | MEMBER | 11/2015 | > 75% |
| WEISMAN, SCOTT, FRANKLIN | Individual | – | PARTNER & CHIEF COMPLIANCE OFFICER, BAIN CAPITAL | 01/2018 | < 5% |
| WARD, MICHAEL, DE COURCY | Individual | BAIN CAPITAL HOLDINGS, LP | PARTNER | 01/2005 | |
| GREEN, CHRISTOPHER, GARDNER | Individual | BAIN CAPITAL HOLDINGS, LP | PARTNER | 09/2018 | |
| WEISMAN, SCOTT, FRANKLIN | Individual | BAIN CAPITAL HOLDINGS, LP | PARTNER & CHIEF COMPLIANCE OFFICER, BAIN CAPITAL | 01/2018 |