BAIN CAPITAL INSURANCE SOLUTIONS, LP

RIASEC RegisteredEst. 2021
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$415M
Accounts
13
Employees
48
Advisory reps
8

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
305575
Registered since
March 1, 2021
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles62.12%
  • Other37.88%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bain Capital Insurance Solutions, LP is a limited partnership that operates as a private equity fund manager focused on institutional clients, with particular activity tied to insurance-sector mandates. The firm is structured to manage pooled investment vehicles and separate mandates for businesses and institutions, and it also provides adviser selection services for third-party managers. Its business activities include functioning as a CPO/CTA and acting as sponsor or general partner on pooled vehicles, which points to an emphasis on fund formation and active portfolio oversight. Investment preferences skew toward illiquid, private-market strategies. Private equity is the largest single vehicle managed, with real estate and digital currency noted among alternative allocations. The manager reports being an active ESG investor and uses a mix of percentage-of-assets and performance-based fee arrangements alongside other fee structures. Given the firm’s name and stated industry affiliations, a material portion of its client base appears tied to insurance sector capital and related product solutions.

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 45%, Investment Grade Corp Bonds 25%, Private Funds 16%, Cash & Cash Equivalents 14%, State & Local Bonds 3%, Non-Exchange Traded Equities 2%, US Government Bonds 1%45%
  • Other45%
  • Investment Grade Corp Bonds25%
  • Private Funds16%
  • Cash & Cash Equivalents14%
  • State & Local Bonds3%

Owners & executives

1 of 1
  • MATTHEW PORCARO

    Chief Financial OfficerCRD 5458925

Contacts

3 of 7
  • Carlos Hanco

    General CounselCRD 8066534

  • JAMES GOLDMAN

    Head of ComplianceCRD 6469099

  • MATTHEW POPOLI

    PartnerCRD 2633241

Unlock 4 more contacts

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