BAIN CAPITAL INSURANCE SOLUTIONS, LP
Adviser information for BAIN CAPITAL INSURANCE SOLUTIONS, 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 | 30 |
|---|---|
| Investment Advisory/Research | 19 |
| 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 | 4 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $1.9B |
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 | 4 | $1.9B |
| 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 pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)SUBADVISER TO INSURANCE DEDICATED FUNDS |
|---|---|
| Compensation | % of AUMPerformance-based feesGENERAL PARTNER PROFITS ALLOCATION |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-120410 |
|---|---|
| SEC ERA File Number | 801-120410 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305575 |
| Legal Entity Identifier | None |
Principal Office
200 CLARENDON STREETBOSTON
MA
United States
Monday - Friday, 7:30AM-8:00PM
Tel: 617-516-2318, Fax: 617-516-2289
Chief Compliance Officer
JAMES GOLDMAN
HEAD OF COMPLIANCE, CAPITAL MARKETS
200 CLARENDON STREET
BOSTON
MA
United States
Tel:
617-516-2318
Fax:
617-516-2289
J*******@**************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 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 FUND GENERAL PARTNER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| 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 |
| 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 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 INSURANCE FUND A, L.P. | Private Equity Fund | $121.0M | $5.0M | 27 |
| BAIN CAPITAL INSURANCE FUND, L.P. | Private Equity Fund | $1,525.7M | $5.0M | 124 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FASSLER DORNAUS, SALLY, DEE | Individual | – | PARTNER & GROUP CHIEF FINANCIAL OFFICER, CAPITAL MARKETS | 01/2021 | < 5% |
| POPOLI, MATTHEW, THOMSON | Individual | – | PARTNER | 01/2021 | < 5% |
| BAIN CAPITAL INSURANCE SOLUTIONS (GP), LLC | Domestic Entity | – | GENERAL PARTNER | 01/2021 | < 5% |
| HAWKINS, JEFFREY, BROOKS | Individual | – | PARTNER | 01/2021 | < 5% |
| BAIN CAPITAL, LP | Domestic Entity | – | LIMITED PARTNER | 01/2021 | > 75% |
| LAVINE, JONATHAN, SCOTT | Individual | – | PARTNER | 01/2021 | < 5% |
| GOLDMAN, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |
| TREISMAN, MICHAEL, BENNETT | Individual | – | PARTNER & GENERAL COUNSEL, CAPITAL MARKETS | 01/2021 | < 5% |
| BAIN CAPITAL (GP), LLC | Domestic Entity | BAIN CAPITAL, LP | GENERAL PARTNER | 01/2021 | |
| BAIN CAPITAL HOLDINGS, LP | Domestic Entity | BAIN CAPITAL, LP | LIMITED PARTNER | 01/2021 | > 75% |
| BAIN CAPITAL, LP | Domestic Entity | BAIN CAPITAL INSURANCE SOLUTIONS (GP), LLC | MEMBER | 01/2021 | > 75% |
| PORCARO, MATTHEW, J | Individual | – | CHIEF FINANCIAL OFFICER, INSURANCE | 01/2024 | < 5% |
| WEISMAN, SCOTT, FRANKLIN | Individual | BAIN CAPITAL HOLDINGS, LP | PARTNER | 01/2018 | |
| VIENS, ANDREW, SCOTT | Individual | – | PARTNER & HEAD OF RISK AND PROCESS MANAGEMENT, CAPITAL MARKETS | 01/2023 | < 5% |
| GREEN, CHRISTOPHER, GARDNER | Individual | BAIN CAPITAL HOLDINGS, LP | PARTNER | 09/2018 |