BC Partners Advisors L.P.

RIASEC Registered
Total AUM
$6.7B
Discretionary
$5.8B
87% of AUM
Avg account
$393M
Accounts
17
Employees
120
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
288495
Registered since
June 30, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles86.71%
  • Insurance Companies6.16%
  • Other Investment Advisers3.93%
  • Business Development Companies3.04%
  • Other0.16%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BC Partners Advisors L.P. is a limited partnership that operates as a private equity fund adviser focused on institutional clients. The firm is registered with the SEC (registered in 2017) and provides portfolio management across investment companies, pooled vehicles and institutional or corporate clients. It also performs commodity pool/commodity trading adviser activities and is affiliated with broker-dealers, insurance company activities and sponsor/GP roles for pooled investment vehicles. The firm reports an active ESG investment approach and charges a mix of fee types — percentage of AUM, fixed fees, performance-based fees and other arrangements — consistent with private fund economics. Its organizational ownership is a combination of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Other 88%, Cash & Cash Equivalents 9%, Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%88%
  • Other88%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities1%
  • State & Local Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
650 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth