Bain Capital Credit, Lp
Answer a few questions and
get matched with an advisor.
Learn more about Bain Capital Credit, Lp
Overview
Bain Capital Credit, Lp operates as a financial advisory company headquartered in Boston, Massachusetts. The firm controls $56.1 billion in assets over 165 accounts, making it one of the largest firms in the United States by assets under management (AUM). Bain Capital Credit, Lp has a large team, including 201 financial advisors. Bain Capital Credit, Lp does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as options, bonds and stocks.
Bain Capital Credit, Lp administers more than half of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing the client's permission. The company also has two non-discretionary accounts totaling $363.8 million in assets. The advisory firm oversees about $340.0 million for every account. The average advisor at Bain Capital Credit, Lp administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
Bain Capital Credit, Lp's headquarters is at 200 Clarendon Street, Boston, Massachusetts 2116. The company is legally permitted to serve clients in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bain Capital Credit, Lp by the Numbers
$56.1 billion
521
165
$340.0 million
Fee Structure
A financial advisor's fees largely vary depending on which services the firm provides the client. Fees charged by the company likely include the following fee types: asset-based, performance-based or other. The company does not participate in a wrap fee program, in which the firm offers a service bundle 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
Bain Capital Credit, Lp provides services to pooled investment vehicles and other. Out of its 165 accounts, Bain Capital Credit, Lp's biggest client type is pooled investment vehicles. Around 65% of its 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Bain Capital Credit, Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.