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 |
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Compensation | % of AUMPerformance-based feesPROFITS ALLOCATION |
Other Business Activities | Commodity pool operator or commodity trading advisor |
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 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
RAUM, Historic
No. Clients, Historic
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 |