Hedge Fund Database

BC PARTNERS ADVISORS L.P.

Adviser information for BC PARTNERS ADVISORS L.P. last updated from Form ADV on March 29th, 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 106
Investment Advisory/Research 55
Registered Broker-Dealer Representatives 4
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 6 $3.7B
Non-Discretionary 8 $21.5B
Total 14 $25.2B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 1 $142.6M
Pooled investment vehicles 6 $3.6B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers <5 $21.0B
Insurance companies <5 $387.8M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other <5 $20.6M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 16

Services

Advisory Services Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSUB-ADVISORY SERVICES
Compensation % of AUMFixed feesPerformance-based feesCARRIED INTEREST
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-110739
SEC ERA File Number 801-110739
SEC CIK Numbers 1711889
SEC CRD Numbers 288495
Legal Entity Identifier None

Principal Office

650 MADISON AVENUE
23RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM TO 5PM
Tel: 212-891-2880, Fax: 646-768-1698

Websites

www.bcpartners.com

Chief Compliance Officer

ANDREW JOHN DEVINE
PE CCO
40 PORTMAN SQUARE
LONDON
United Kingdom
Tel: 212 891 2880
(Full email address available in API data)

Regulatory Contact

DAVID ISAAC HELD
CREDIT CCO
650 MADISON AVENUE, 23RD FLOOR
NEW YORK
NY
United States
Tel: 212 891 2880
(Full email address available in API data)

Industry Affiliates

ABILITY INSURANCE COMPANY Insurance company or agency
BC PARTNER BETEILIGUNGSBERATUNG GMBH Other investment adviser, including financial planners
BC PARTNERS ADVISORS SARL Other investment adviser, including financial planners
BC PARTNERS LLP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BC PARTNERS MANAGEMENT GR LIMITED Sponsor, GP, manager of pooled investment vehicles
BC PARTNERS MANAGEMENT SARL Other investment adviser, including financial planners
BC PARTNERS MANAGEMENT XI LIMITED Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BC PARTNERS SECURITIES LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BC PARTNERS XI LUX GP SARL Sponsor, GP, manager of pooled investment vehicles
BCEC MANAGEMENT X LIMITED Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BCEC X LUX GP S.A.R.L. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BCP GREAT LAKES GP LP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BCP SPECIAL OPPORTUNITIES FUND I GP LP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BCP SPECIAL OPPORTUNITIES FUND II GP (LUX) SARL Sponsor, GP, manager of pooled investment vehicles
BCP SPECIAL OPPORTUNITIES FUND II GP LP Sponsor, GP, manager of pooled investment vehicles
BCP SPECIAL OPPORTUNITIES FUND III GP (LUX) SARL Sponsor, GP, manager of pooled investment vehicles
BCP SPECIAL OPPORTUNITIES FUND III GP LP Sponsor, GP, manager of pooled investment vehicles
BCPERE FUND I GP SARL Sponsor, GP, manager of pooled investment vehicles
CIE MANAGEMENT II LIMITED Sponsor, GP, manager of pooled investment vehicles
CIE MANAGEMENT IX LIMITED Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
MOUNT LOGAN CAPITAL Other investment adviser, including financial planners
MOUNT LOGAN MANAGEMENT Other investment adviser, including financial planners
OVATION FUND MANAGEMENT II, LLC Sponsor, GP, manager of pooled investment vehicles
SIERRA CREST INVESTMENT MANAGEMENT LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BCP GREAT LAKES II - SERIES A HOLDINGS LP Private Equity Fund $305.5M $5.0M 27
BCP SPECIAL OPPORTUNITIES FUND I LP Private Equity Fund $82.1M $1.0M 81
BCP SPECIAL OPPORTUNITIES FUND II HOLDINGS LP Private Equity Fund $686.0M $1.0M 128
BCP SPECIAL OPPORTUNITIES FUND II ORIGINATIONS LP Private Equity Fund $591.3M $1.0M 128
BCP SPECIAL OPPORTUNITIES FUND III HOLDINGS LP Private Equity Fund $117.6M $1.0M 158
BCP SPECIAL OPPORTUNITIES FUND III ORIGINATIONS LP Private Equity Fund $107.6M $1.0M 158
BLUE SKY CREDIT FUND LP Private Equity Fund $256.5M $0.0M 1
PANTHEON-BCP SECONDARY CREDIT OPPORTUNITIES LP Private Equity Fund $49.4M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
BC PARTNERS (GP) LLC Domestic Entity – GENERAL PARTNER 03/2017 < 5%
BC PARTNERS MANAGEMENT LLC Domestic Entity – LIMITED PARTNER 01/2018 > 75%
SVIDER, RAYMOND, M Individual – EXECUTIVE OFFICER 05/2017 < 5%
BC PARTNERS ADVISORS HOLDINGS LIMITED Foreign Entity BC PARTNERS INC SHAREHOLDER 03/2017 > 75%
BC PARTNERS HOLDINGS LIMITED Foreign Entity BC PARTNERS GROUP HOLDINGS LIMITED SHAREHOLDER 03/2017 > 75%
Devine, Andrew, John Individual – CHIEF COMPLIANCE OFFICER 05/2017 < 5%
GOLDTHORPE, EDWARD, JOSEPH Individual – OFFICER 01/2021 < 5%
WANG, HENRY, HAN-WEI Individual – OFFICER 01/2021 < 5%
BC PARTNERS GROUP HOLDINGS LIMITED Foreign Entity BC PARTNERS ADVISORS HOLDINGS LIMITED SHAREHOLDER 07/2020 > 75%
SCHAEFER, JASON, ORESTES Individual – OFFICER 01/2021 < 5%
AHMED, FAHIM Individual – OFFICER 01/2022 < 5%
BC PARTNERS INC Domestic Entity BC PARTNERS MANAGEMENT LLC SHAREHOLDER 03/2017 > 75%

No. Employees, Historic

2001000201920202021202220232024202557 on 5/1/201957 on 10/8/201957 on 12/20/201957 on 12/20/201976 on 3/30/202076 on 4/22/202076 on 10/15/202076 on 3/31/202176 on 6/24/202176 on 7/15/202180 on 3/31/202280 on 4/25/202280 on 10/10/202280 on 10/10/202285 on 3/31/202385 on 4/6/202385 on 8/28/202385 on 8/28/202385 on 9/5/2023106 on 3/29/2024

RAUM, Historic

30B15B020192020202120222023202420257853364652 on 5/1/20197954102902 on 10/8/20197954102902 on 12/20/20197954102902 on 12/20/20194685327040 on 3/30/202011456469824 on 4/22/202011456469824 on 10/15/202011852461503 on 3/31/202111852461503 on 6/24/202111852461503 on 7/15/202116110304608 on 3/31/202216110304608 on 4/25/202216110304608 on 10/10/202216110304608 on 10/10/202225790938505 on 3/31/202325790938505 on 4/6/202325790938505 on 8/28/202325790938505 on 8/28/202325790938505 on 9/5/202325239051174 on 3/29/2024

No. Clients, Historic

60300201920202021202220232024202547 on 5/1/201949 on 10/8/201949 on 12/20/201949 on 12/20/201927 on 3/30/202053 on 4/22/202053 on 10/15/202037 on 3/31/202137 on 6/24/202137 on 7/15/202110 on 3/31/202210 on 4/25/202210 on 10/10/202210 on 10/10/202212 on 3/31/202312 on 4/6/202312 on 8/28/202312 on 8/28/202312 on 9/5/202314 on 3/29/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Chewy CL B 8M 276M –
GFL SUB VTG SHS 1M 44M –
Intelsat COM 0 35M –
Cyxtera COM 0 48M –
Appgate COM 0 51M –