BAIN CAPITAL PARTNERSHIP STRATEGIES, LP

Adviser information for BAIN CAPITAL PARTNERSHIP STRATEGIES, 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 32
Investment Advisory/Research 13
Registered Broker-Dealer Representatives 1
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 7 $2.6B
Non-Discretionary 0 $0
Total 7 $2.6B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 7 $2.6B
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 86

Services

Advisory Services Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)
Compensation % of AUMPerformance-based feesPROFITS ALLOCATION
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-113641
SEC ERA File Number 801-113641
SEC CIK Numbers None
SEC CRD Numbers 297457
Legal Entity Identifier 549300HZN6PW0L5EHG76

Principal Office

200 CLARENDON STREET
BOSTON
MA
United States
Monday - Friday, 7:30 AM - 8:00 PM
Tel: 617-516-2500, Fax: 617-516-2289

Chief Compliance Officer

SCOTT F. WEISMAN
PARTNER & CHIEF COMPLIANCE OFFICER, BAIN CAPITAL
200 CLARENDON STREET
BOSTON
MA
United States
Tel: 617-516-2318
Fax: 617-516-2289
(Full email address available in API data)

Regulatory Contact

CHRISTINE GAGE
VICE PRESIDENT, COMPLIANCE
200 CLARENDON STREET
BOSTON
MA
United States
Tel: 617-516-2405
(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 plannersCommodity pool operator or commodity trading advisor
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 COINVEST II INVESTORS, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PARTNERSHIP STRATEGIES COINVEST INVESTORS, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PARTNERSHIP STRATEGIES EMERGING MARKETS INVESTORS, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PARTNERSHIP STRATEGIES INVESTORS, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PARTNERSHIP STRATEGIES MANAGEMENT, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
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
BCPC ADVISORS, LP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BCPS ENVIRONMENTAL MARKETS OPPORTUNITIES COINVEST GENERAL PARTNER, LLC Sponsor, GP, manager of pooled investment vehicles
BCSF ADVISORS, LP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BOYLSTON ADVISORS, LP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
INDIA RESURGENCE ASSET MANAGEMENT BUSINESS PRIVATE LIMITED Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BAIN CAPITAL PARTNERSHIP STRATEGIES COINVEST FUND I, L.P. Hedge Fund $174.4M $0.0M 83
BAIN CAPITAL PARTNERSHIP STRATEGIES COINVEST FUND II, L.P. Hedge Fund $385.8M $0.0M 80
BAIN CAPITAL PARTNERSHIP STRATEGIES COINVEST FUND III, L.P. Hedge Fund $103.6M $0.0M 42
BAIN CAPITAL PARTNERSHIP STRATEGIES COINVEST FUND IV LP Hedge Fund $257.3M $0.0M 63
BAIN CAPITAL PARTNERSHIP STRATEGIES EMERGING MARKETS FUND, L.P. Hedge Fund $233.1M $1.0M 2
BAIN CAPITAL PARTNERSHIP STRATEGIES ENVIRONMENTAL MARKETS OPPORTUNITIES COINVEST FUND LP Hedge Fund $85.0M $1.0M 10
BAIN CAPITAL PARTNERSHIP STRATEGIES FUND, L.P. Hedge Fund $1,404.2M $1.0M 183

Control Persons

Name Type Entity Title Since Ownership
WEISMAN, SCOTT, FRANKLIN Individual PARTNER & CHIEF COMPLIANCE OFFICER, BAIN CAPITAL 01/2018 < 5%
CAMPBELL, COLIN, JASON Individual PARTNER & CO-HEAD, PARTNERSHIP STRATEGIES 01/2014 < 5%
FASSLER DORNAUS, SALLY, DEE Individual PARTNER & GROUP CHIEF FINANCIAL OFFICER, CAPITAL MARKETS 01/2014 < 5%
BAIN CAPITAL, LP Domestic Entity LIMITED PARTNER 05/2018 > 75%
BAIN CAPITAL PARTNERSHIP STRATEGIES (GP), LLC Domestic Entity GENERAL PARTNER 05/2018 < 5%
BAIN CAPITAL, LP Domestic Entity BAIN CAPITAL PARTNERSHIP STRATEGIES (GP), LLC MEMBER 05/2018 > 75%
LAVINE, JONATHAN, SCOTT Individual BAIN CAPITAL HOLDINGS, LP PARTNER 12/1997
BAIN CAPITAL (GP), LLC Domestic Entity BAIN CAPITAL, LP GENERAL PARTNER 05/2018
BAIN CAPITAL HOLDINGS, LP Domestic Entity BAIN CAPITAL, LP LIMITED PARTNER 05/2018 > 75%
CONNAUGHTON, JOHN, PATRICK Individual BAIN CAPITAL HOLDINGS, LP PARTNER 12/1997
TREISMAN, MICHAEL, BENNETT Individual PARTNER & GENERAL COUNSEL, CAPITAL MARKETS 05/2018 < 5%
GREEN, CHRISTOPHER, GARDNER Individual BAIN CAPITAL HOLDINGS, LP PARTNER 09/2018
VIENS, ANDREW, SCOTT Individual PARTNER & HEAD OF RISK AND PROCESS MANAGEMENT, CAPITAL MARKETS 01/2023 < 5%
Hocherman, Alexander, Daniel Individual PARTNER & CO-HEAD, PARTNERSHIP STRATEGIES 01/2023 < 5%
Kapoor, Rohan Individual HEAD OF OPERATIONS AND DATA MANAGEMENT, CAPITAL MARKETS 01/2023 < 5%
WEISMAN, SCOTT, FRANKLIN Individual BAIN CAPITAL HOLDINGS, LP PARTNER & CHIEF COMPLIANCE OFFICER, BAIN CAPITAL 01/2018
WARD, MICHAEL, DE COURCY Individual BAIN CAPITAL HOLDINGS, LP PARTNER 01/2005

No. Employees, Historic

40200201920202021202220232024202514 on 7/2/201914 on 8/28/201917 on 3/27/202017 on 6/2/202023 on 3/31/202123 on 7/21/202123 on 3/31/202223 on 5/24/202223 on 8/16/202229 on 3/31/202329 on 6/22/202332 on 3/28/2024

RAUM, Historic

3B2B02019202020212022202320242025574482000 on 7/2/2019574482000 on 8/28/20191291507000 on 3/27/20201291507000 on 6/2/20201435178000 on 3/31/20211435178000 on 7/21/20212191637000 on 3/31/20222191637000 on 5/24/20222191637000 on 8/16/20222390232000 on 3/31/20232390232000 on 6/22/20232643398000 on 3/28/2024

No. Clients, Historic

105020192020202120222023202420252 on 7/2/20192 on 8/28/20195 on 3/27/20205 on 6/2/20206 on 3/31/20216 on 7/21/20218 on 3/31/20228 on 5/24/20228 on 8/16/20227 on 3/31/20237 on 6/22/20237 on 3/28/2024