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Bain Capital Asset Management

SEC-registered adviser since 2016Boston, MACRD 183517

57
Clients
9
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Bain Capital Asset Management is an investment adviser headquartered in Boston, Massachusetts, and registered with the SEC since 2016. Its clients include pooled investment vehicles and other clients.

Its services include portfolio management for pooled vehicles and selecting other managers. Fee arrangements include a percentage of assets under management and other arrangements. Bain Capital, LP owns 75% or more of Bain Capital Asset Management.

Clients

Bain Capital Asset Management serves 57 clients, 56 of them pooled investment vehicles. The average client has about $286 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles56 clients79%
  • Other1 clients21%
Show client breakdown
Pooled investment vehicles
Clients
56
Regulatory AUM
$12,933,561,000
Share
79.4%
Avg. per client
$231.0M
Other
Clients
1
Regulatory AUM
$3,360,721,000
Share
20.6%
Avg. per client
$3.36B

Total

Clients
57
Regulatory AUM
$16,294,282,000
Share
100%
Avg. per client
$285.9M

What it does

Bain Capital Asset Management provides portfolio management for pooled vehicles and selecting other managers. It is paid through a percentage of assets and other arrangements.

Bain Capital Asset Management advises 43 private funds.

92.4% of assets ($15.06B across 50 accounts) are managed with discretion; $1.24B across 7 accounts are not. 49% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Funds14%
  • Other86%
    • Credit, debt instruments and similar managed by a subadviser.86%

Custodians

Bain Capital Asset Management has custody of client assets.

Managed account assets by custodian
  • All other custodians$16.29B100%

Ownership and leadership

Bain Capital, LP owns 75% or more of Bain Capital Asset Management.

Who owns the firm
Bain Capital Asset Management, LP· the adviser
  • Bain Capital, LP

    Control person · since November 2015

    Owns 75% or more of Bain Capital Asset Management, LP

Leadership

  • Cara Lorion
    Partner & Chief Financial Officer, Coinvest, GP & Partner Services
  • Michael Ward
    Partner & Chief Operating Officer & Chief Financial Officer, Bain Capital
  • Scott Weisman
    Partner & Chief Compliance Officer, Bain Capital
  • John Connaughton
    Partner
  • David Gross
    Partner
  • Kase Jubboori
    Deputy General Counsel & Head of Partner Tax, Bain Capital
  • Matthew Popoli
    Partner

Staff

  • 46 employees
  • 9 in advisory functions
  • 1 broker-dealer rep

Fees

Bain Capital Asset Management is paid through a percentage of assets under management and other.

Bain Capital Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Bain Capital Asset Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Massachusetts · 1 listed address

  • 200 Clarendon Street, BostonHQ

Registration details

Legal name
Bain Capital Asset Management, LP
Headquarters
200 Clarendon Street, Boston, MA 02116
Website
Not reported
SEC file
801-107144
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Bain Capital Asset Management have?

Bain Capital Asset Management has 57 clients and manages $16.3 billion for them, as of March 2026. They include 56 pooled investment vehicles and 1 other clients.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Bain Capital Asset Management offer?

Bain Capital Asset Management provides portfolio management for pooled vehicles and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Bain Capital Asset Management have?

Bain Capital Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 46 employees, and 9 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Bain Capital Asset Management invest in?

At the end of its last fiscal year, Bain Capital Asset Management’s separately managed accounts held 86% credit, debt instruments and similar managed by a subadviser. and 14% pooled vehicles (private funds and similar). It advises 43 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Bain Capital Asset Management?

Bain Capital Asset Management’s direct owner is Bain Capital, LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Bain Capital Asset Management get paid?

Bain Capital Asset Management is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 183517.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Bain Capital Asset Management, LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.