BAIN CAPITAL PUBLIC EQUITY, LP

Adviser information for BAIN CAPITAL PUBLIC EQUITY, 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 33
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 2
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 9 $3.6B
Non-Discretionary 0 $0
Total 9 $3.6B

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 8 $3.5B
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 1 $90.8M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 33

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based feesPROFITS ALLOCATION
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-69070
SEC ERA File Number 801-69070
SEC CIK Numbers 1962552
SEC CRD Numbers 145650
Legal Entity Identifier 6UYOOZUIKHTN7U75ZV92

Principal Office

200 CLARENDON STREET
BOSTON
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
(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 ENDURING EQUITY GENERAL PARTNER, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PUBLIC EQUITY GLOBAL INVESTORS, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PUBLIC EQUITY GLOBAL LONG EQUITY GENERAL PARTNER, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC Sponsor, GP, manager of pooled investment vehicles
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT, LLC Commodity 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
BROOKSIDE CAPITAL INVESTORS II, L.P. Sponsor, GP, manager of pooled investment vehicles
BROOKSIDE CAPITAL INVESTORS, L.P. 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
BAIN CAPITAL PUBLIC EQUITY COINVEST (II), L.P. COINVEST VEHICLE $1.1M $0.0M 9
BAIN CAPITAL PUBLIC EQUITY COINVEST (IV), L.P. COINVEST VEHICLE $23.1M $0.0M 7
BAIN CAPITAL PUBLIC EQUITY ENDURING EQUITY FUND, L.P. Hedge Fund $521.7M $0.0M 3
BAIN CAPITAL PUBLIC EQUITY GLOBAL LONG EQUITY FUND, L.P. Hedge Fund $1,077.7M $1.0M 146
BAIN CAPITAL PUBLIC EQUITY GLOBAL PARTNERS FUND, L.P. Hedge Fund $382.7M $5.0M 23
BROOKSIDE CAPITAL PARTNERS FUND, L.P. Hedge Fund $862.1M $5.0M 461
BROOKSIDE CAPITAL TRADING FUND, L.P. Hedge Fund $1,715.5M $5.0M 2

Control Persons

Name Type Entity Title Since Ownership
BAIN CAPITAL, LP Domestic Entity 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
TOUSSAINT, JOHN, M Individual PARTNER 01/2007 < 5%
RIEHL, PETER, WILLIAM Individual PARTNER 01/2005 < 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%
BAIN CAPITAL PUBLIC EQUITY (GP), LLC Domestic Entity GENERAL PARTNER 11/2015 < 5%
BAIN CAPITAL, LP Domestic Entity BAIN CAPITAL PUBLIC EQUITY (GP), LLC MEMBER 11/2015 > 75%
WARD, MICHAEL, DE COURCY Individual BAIN CAPITAL HOLDINGS, LP PARTNER 01/2005
ROSS, JOSHUA Individual PARTNER 09/2016 < 5%
FASSLER DORNAUS, SALLY, DEE Individual PARTNER & GROUP CHIEF FINANCIAL OFFICER, CAPITAL MARKETS 01/2014 < 5%
TREISMAN, MICHAEL, BENNETT Individual PARTNER & GENERAL COUNSEL, CAPITAL MARKETS 01/2020 < 5%
GREEN, CHRISTOPHER, GARDNER Individual BAIN CAPITAL HOLDINGS, LP PARTNER 09/2018
GOLDMAN, JAMES Individual CHIEF COMPLIANCE OFFICER 01/2019 < 5%
VIENS, ANDREW, SCOTT Individual PARTNER & HEAD OF RISK AND PROCESS MANAGEMENT, CAPITAL MARKETS 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 01/2018
MORE, ANAND, NMN Individual PARTNER 01/2023 < 5%

No. Employees, Historic

40200201920202021202220232024202531 on 11/8/201931 on 2/21/202023 on 3/27/202023 on 7/7/202020 on 3/31/202120 on 2/16/202224 on 3/31/202224 on 2/17/202330 on 3/31/202333 on 3/28/2024

RAUM, Historic

5B3B020192020202120222023202420252405048000 on 11/8/20192405048000 on 2/21/20201828854000 on 3/27/20201828854000 on 7/7/20203112083000 on 3/31/20213112083000 on 2/16/20224390959253 on 3/31/20224390959253 on 2/17/20234137720333 on 3/31/20233589216000 on 3/28/2024

No. Clients, Historic

105020192020202120222023202420254 on 11/8/20194 on 2/21/20205 on 3/27/20205 on 7/7/20206 on 3/31/20216 on 2/16/20227 on 3/31/20227 on 2/17/20239 on 3/31/20239 on 3/28/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALLSTATE CORP COM 4M 22K 0
APPLE INC COM 2M 10K 0
BURLINGTON STORES INC COM 4M 15K 0
CADENCE DESIGN SYSTEM INC COM 2M 6K 0
COMFORT SYS USA INC COM 1M 4K 0
CONSTELLATION BRANDS INC CL A 7M 26K 0
COUPANG INC CL A 182K 9K 0
CRANE COMPANY COMMON STOCK 7M 46K 0
EQUITABLE HLDGS INC COM 3M 66K 0
FIVE9 INC COM 336K 8K 0
GE AEROSPACE COM NEW 1M 9K 0
GE VERNOVA INC COM 2M 10K 0
GLOBAL E ONLINE LTD SHS 403K 11K 0
HALEON PLC SPON ADS 2M 216K 0
HUBBELL INC COM 6M 17K 0
HUBSPOT INC COM 1M 2K 0
HYATT HOTELS CORP COM CL A 3M 19K 0
INTERCONTINENTAL EXCHANGE IN COM 2M 15K 0
INVESCO QQQ TR UNIT SER 1 4M 8K 0
ISHARES TR MSCI EAFE ETF 3M 42K 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 10M 140K 0
LOAR HOLDINGS INC COM SHS 1M 19K 0
MICROSOFT CORP COM 4M 8K 0
NASDAQ INC COM 6M 104K 0
PERFORMANCE FOOD GROUP CO COM 3M 46K 0
REINSURANCE GRP OF AMERICA I COM NEW 3M 14K 0
RUBRIK INC. CL A 462K 15K 0
SKECHERS U S A INC CL A 3M 42K 0
SPDR S&P 500 ETF TR TR UNIT 6M 12K 0
SYNOPSYS INC COM 2M 3K 0
TETRA TECH INC NEW COM 2M 10K 0
TRANSDIGM GROUP INC COM 4M 3K 0
VERTIV HOLDINGS CO COM CL A 5M 63K 0
WORKDAY INC CL A 1M 5K 0