BAIN CAPITAL ASSET MANAGEMENT, LP

RIASEC RegisteredEst. 2016
Total AUM
$16.3B
Discretionary
$15.1B
92% of AUM
Avg account
$286M
Accounts
57
Employees
46
Advisory reps
7

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
183517
Registered since
February 11, 2016
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles79.37%
  • Other20.63%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

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Overview

Bain Capital Asset Management, LP is organized as a limited partnership that operates as a multi-strategy investment manager across pooled vehicles and private funds. The firm is SEC-registered (since 2016) and serves an institutional client base, providing portfolio management for pooled investment vehicles and selecting other advisers. It also operates in a commodities pool operator/commodity trading advisor capacity. Fee arrangements include percentage-of-AUM structures and other fee types. The firm identifies as an active ESG investor and is structured with domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 86%, Private Funds 14%86%
  • Other86%
  • Private Funds14%

Owners & executives

3 of 3
  • CARA LORION

    Partner and the Chief Financial OfficerCRD 6511907

  • SCOTT WEISMAN

    Partner & Chief Compliance OfficerCRD 6683283

  • MICHAEL WARD

    Partner, COOCRD 5458255

Contacts

3 of 4
  • DAVID GROSS-LOH

    Co-Managing PartnerCRD 6766824

  • MATTHEW POPOLI

    PartnerCRD 2633241

  • JOHN CONNAUGHTON

    Co-Managing PartnerCRD 4343603

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth