BAIN CAPITAL VENTURES, LP

RIASEC RegisteredEst. 2008
Total AUM
$9.8B
Discretionary
$9.8B
100% of AUM
Avg account
$492M
Accounts
20
Employees
97
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
145652
Registered since
April 10, 2008
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bain Capital Ventures, LP is organized as a limited partnership that operates primarily as a venture capital and private equity fund manager for institutional clients. The firm is SEC-registered (since 2008) and provides portfolio management for pooled investment vehicles while also functioning in roles that include CPO/CTA activity. Its business affiliations extend to broker-dealers, insurance companies and sponsor/GP roles for pooled vehicles. The firm reports being an active ESG investor and typically charges fees that include a percentage of assets under management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANDREW CLEVERDON

    Chief Financial OfficerCRD 6928035

  • PAUL ZURLO

    Chief Operating OfficerCRD 5903173

Contacts

3 of 4
  • AJAY AGARWAL

    PartnerCRD 6662746

  • GREGORY HEGERICH

    Head of ComplianceCRD 7090452

  • ENRIQUE SALEM

    PartnerCRD 7090412

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth