Bain Capital Private Equity, LP (Boston)


Bain Capital Private Equity, LP is a large advisory firm based in Boston. It manages $45.41 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Bain Capital Private Equity provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bain Capital Private Equity: assets under management

The assets under management (AUM) of Bain Capital Private Equity, LP is $45.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and $45.03 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $45.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.06 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bain Capital Private Equity, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bain Capital Private Equity serves?

The only and largest group of clients of Bain Capital Private Equity is pooled investment vehicles with 22 clients and $45.41 billion of assets under management. Among the 9 most similar advisory firms, Bain Capital Private Equity has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $45.41 billion for 22 clients. 95% of the firm’s clients are foreign persons or businesses.

Bain Capital Private Equity also advises several private funds. Namely, twenty two private equity funds. The minimum investment commitment required of non-related persons ranges from $400,000 to $44,479,000.

Careers at Bain Capital Private Equity, LP

The company employs 556 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Joshua Nmn Bekenstein Managing director, bain capital private equity 1 Oct 1984 Other 5458226
Joshua Bekenstein Managing director 1 Oct 1984 Other 5458226
Stephen Gerard Pagliuca Managing director, bain capital private equity 1 Sep 1989 Other 4344369
John Patrick Connaughton Managing director, bain capital private equity 1 Dec 1997 Other 4343603
Ian Kimball Loring Managing director, bain capital private equity 1 Jan 2001 Other 1869943
Steven William Barnes Managing director, bain capital private equity 1 Jan 2001 Other 5458225
Michel Gerard Plantevin Managing director 1 Apr 2003 Other 2574553
Philip Henry Loughlin Managing director, bain capital private equity 1 Jan 2004 Other 5458251
Sean Michael Doherty Managing director and general counsel, bain capital private equity 1 Jan 2005 Other 5457249
Jay Paul Corrigan Chief financial officer, bain capital private equity 1 Jan 2006 Other 5457251
Jia Jonathan Zhu Managing director 1 Feb 2006 Other 2585671
David Benjamin Gross Loh Managing director 1 Jan 2008 Other 6766824
Christopher Riley Gordon Managing director, bain capital private equity 1 Jan 2009 Other 5659347
Blair Edward Hendrix Managing director, bain capital private equity 1 Jan 2009 Other 5659348
Todd Michael Cook Managing director, bain capital private equity 1 Jan 2009 Other 5659352
John T Kilgallon Managing director, bain capital private equity 1 Aug 2011 Other 2530942
Nancy Jasinski Lotane Managing director and chief operating officer 1 Aug 2011 Other 5974584
Lewis Stephen Klessel Managing director, bain capital private equity 1 Jan 2012 Other 6038458
Melissa Diane Obegi Asia general counsel 1 Apr 2012 Other 6932706
David Humphrey Managing director, bain capital private equity 1 Jan 2013 Other 6165639
T Devin O'reilly Managing director, bain capital private equity 1 Jan 2013 Other 6626755
Ryan N. Cotton Managing director, bain capital private equity 1 Jan 2015 Other 6473290
Stephen Faulkner Thomas Managing director, bain capital private equity 1 Jan 2015 Other 6473300
Lp Bain Capital Limited partner 1 Nov 2015 75% - 100% 04-3511291
Llc Bain Capital Private Equity (Gp) General partner, bain capital private equity 1 Nov 2015 Other 47-5052700
Kenneth John Hanau Managing director, bain capital private equity 1 Nov 2015 Other 2251598
Kimberly Diane Mccaslin Managing director, bain capital private equity 1 Jan 2016 Other 4555741
Robert Allen Quandt Managing director, bain capital private equity 1 Jan 2016 Other 6626750
David Mark Hutchins General counsel, north american private investments 1 Jan 2016 Other 6632015
Scott Franklin Weisman Global chief compliance officer and senior regulatory counsel 1 Jul 2016 Other 6683283
Matthew J Porcaro Chief financial officer, bain capital double impact 1 Aug 2016 Other 5458925
Llc Bain Capital Double Impact (Gp) General partner, bain capital double impact 1 Aug 2016 Other 81-3495205
Deval Laurdine Patrick Managing director, bain capital double impact 1 Aug 2016 Other 6693072
Lp Bain Capital Strategic Alternatives Limited partner, bain capital double impact 1 Aug 2016 Other 81-3500361
Llc Bain Capital Life Sciences (Gp) General partner, bain capital life sciences 1 Sep 2016 Other 81-2628826
Adam Max Koppel Managing director, bain capital life sciences 1 Sep 2016 Other 6713192
Jeffrey Lawrence Schwartz Managing director, bain capital life sciences 1 Sep 2016 Other 4241968
Scott Franklin Weisman Managing director and global chief compliance officer 1 Jan 2018 Other 6683283
Bart Gombert Managing director and general counsel, global private equity 1 Jan 2018 Other 6048444

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Alan Krupka Partner 1 Dec 1997 Other 5125779
Jonathan Scott Lavine Partner 1 Dec 1997 Other 1869945
Dwight Macvicar Poler Partner 1 Oct 1999 Other 1748689
Michael De Courcy Ward Partner 1 Jan 2005 Other 5458255
Llc Bain Capital (Gp) General partner 1 Nov 2015 Other 47-5051499
Lp Bain Capital Holdings Limited partner 1 Nov 2015 75% - 100% 81-1074169
Llc Bain Capital Strategic Alternatives (Gp) General partner 1 Aug 2016 Other 81-3509176

Based in Boston

The principal office where Bain Capital Private Equity, LP performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-516-2318 or by fax 617-516-2289. The normal business hours are 7:30am-8:00pm on Monday - Friday. You can find more information about the New York firm at baincapitalprivateequity.com/.

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