Bcsf Advisors, LP

RIASEC RegisteredEst. 2016
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$1.2B
Accounts
3
Employees
682
Advisory reps
11

Firm details

Headquarters
Boston, Massachusetts
CRD number
282092
Registered since
February 16, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies66.91%
  • Investment Companies33.09%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bcsf Advisors, LP is a limited partnership registered with the SEC in 2016 and classified as an institutional RIA. The firm primarily serves institutional clients and combines asset-based and performance-based fee arrangements. Its regulatory and business footprint includes activity as a CPO/CTA and as an adviser that provides portfolio management for investment companies. Corporate affiliations listed in the source material include relationships with broker-dealers, other investment advisers, an insurance company, and roles as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not described as an active ESG investor and is not indicated to operate as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Paul Kelly

    Paul Kelly

    Chief Operating OfficerCRD 2467161

  • Caroline Hooper

    Chief Compliance OfficerCRD 8209370

Contacts

3 of 9
  • Jeffrey Hawkins

    Jeffrey Hawkins

    PartnerCRD 5458588

  • Andrew Viens

    Andrew Viens

    PartnerCRD 5458589

  • Michael Ewald

    Michael Ewald

    PartnerCRD 6472655

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth