Bain Capital Insurance Solutions, Lp
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Learn more about Bain Capital Insurance Solutions, Lp
Overview
Bain Capital Insurance Solutions, Lp is a financial advisory firm based at 200 Clarendon Street, Boston, Massachusetts, 02116. The firm is registered in Massachusetts and does not hold a broker dealer registration.
The firm manages $876.6 million in assets under management (AUM), categorizing it as a large-sized firm. These assets are spread across 4 client accounts, all managed on a discretionary basis, which grants the firm's portfolio managers the authority to make investment decisions without requiring prior approval from their clients.
The firm has a team of 13 financial advisors, offering services such as portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, among others.
Bain Capital Insurance Solutions, Lp has affiliations within the financial industry as a broker-dealer or securities dealer and a commodity pool advisor. The firm operates with various types of fee structures, including asset-based, performance-based, and other types of fees, but does not participate in a wrap fee program.
The firm's primary client type is pooled investment vehicles.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bain Capital Insurance Solutions, Lp by the Numbers
$876.6 million
20
4
$219.1 million
Products and Services
Bain Capital Insurance Solutions, Lp provides a number of financial services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The company is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers. The company is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on the type of financial services offered. However, fees charged by the company can include the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its four customers, Bain Capital Insurance Solutions, Lp's biggest client group is pooled investment vehicles. Around 25% of its clients are non-U.S. persons.
- 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 Insurance Solutions, 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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