Bain Capital Public Equity, Lp
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Overview
Bain Capital Public Equity, Lp operates as an advisory firm located in Boston, Massachusetts. Bain Capital Public Equity, Lp handles $4.1 billion in assets over nine customer accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). Bain Capital Public Equity, Lp has a small group, including 11 financial advisors. Bain Capital Public Equity, Lp does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, options and equities.
Bain Capital Public Equity, Lp administers all of the company's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction decisions without requiring the customer's permission. The advisory firm's average account size is $459.7 million. The typical financial advisor at Bain Capital Public Equity, Lp oversees fewer than one client account, placing it among the most individualized firms in the country.
Bain Capital Public Equity, Lp's central office is located at 200 Clarendon Street, Boston, Massachusetts 2116. The company is registered to provide services to customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bain Capital Public Equity, Lp by the Numbers
$4.1 billion
30
9
$459.7 million
Fee Structure
A financial advisor's fees vary depending on the services provided. However, fee types charged by the firm most likely consist of the following fee structures: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles and other. Out of its nine clients, Bain Capital Public Equity, Lp's biggest client type is pooled investment vehicles. About 38% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bain Capital Public Equity, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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