{"url":"https://nivawealth.com/firms/bain-capital-asset-management-183517","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/183517","regulatoryAum":16294282000,"crd":"183517","secFileNumber":"801-107144","legalName":"Bain Capital Asset Management, LP","displayName":"Bain Capital Asset Management","website":null,"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"200 Clarendon Street","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02116"},"tradeNames":[],"registration":{"secApproved":"11 February 2016","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":46,"advisory":9,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":15058120000,"discretionaryAccounts":50,"nonDiscretionary":1236162000,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":49,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":56,"regulatoryAum":12933561000},{"label":"Other","clients":1,"regulatoryAum":3360721000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Bain Capital Asset Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Cara Lorion","title":"Partner & Chief Financial Officer, Coinvest, GP & Partner Services","crd":"6511907"},{"name":"Michael Ward","title":"Partner & Chief Operating Officer & Chief Financial Officer, Bain Capital","crd":"5458255"},{"name":"Scott Weisman","title":"Partner & Chief Compliance Officer, Bain Capital","crd":"6683283"},{"name":"John Connaughton","title":"Partner","crd":"4343603"},{"name":"David Gross","title":"Partner","crd":"6766824"},{"name":"Kase Jubboori","title":"Deputy General Counsel & Head of Partner Tax, Bain Capital","crd":"6560364"},{"name":"Matthew Popoli","title":"Partner","crd":"2633241"}],"ownership":[{"label":"Bain Capital, LP","detail":"Limited partner in the 75% or more ownership band and a control person, since November 2015. Also a member of Bain Capital Asset Management (GP), LLC in the 75% or more band and a control person, since November 2015."},{"label":"Bain Capital (GP), LLC","detail":"Indirect owner: general partner of Bain Capital, LP and a control person, since November 2015.","parent":"Bain Capital, LP"},{"label":"Bain Capital Holdings, LP","detail":"Indirect owner: a limited partner of Bain Capital, LP in the 75% or more band and a control person, since November 2015.","parent":"Bain Capital, LP"},{"label":"John Connaughton","detail":"Indirect owner: partner of Bain Capital Holdings, LP and a control person, since December 1997.","parent":"Bain Capital Holdings, LP"},{"label":"Michael Ward","detail":"Indirect owner: partner of Bain Capital Holdings, LP, since January 2005.","parent":"Bain Capital Holdings, LP"},{"label":"Christopher Green","detail":"Indirect owner: partner of Bain Capital Holdings, LP, since September 2018.","parent":"Bain Capital Holdings, LP"},{"label":"Scott Weisman","detail":"Indirect owner: partner & chief compliance officer, bain capital of Bain Capital Holdings, LP, since January 2018.","parent":"Bain Capital Holdings, LP"},{"label":"David Gross","detail":"Indirect owner: partner of Bain Capital Holdings, LP and a control person, since January 2008.","parent":"Bain Capital Holdings, LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"200 Clarendon Street","city":"Boston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-516-2318","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":14},{"label":"Other","percent":86,"detail":"Credit, Debt Instruments and Similar Managed by A Subadviser."}],"privateFunds":43},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/183517/PDF/183517.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bain Capital Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bain Capital Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bain Capital Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bain Capital Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bain Capital Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bain Capital Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}