BC Partners Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 9 private funds.
BC Partners Advisors reports 17 clients. They include 9 pooled investment vehicles, 5 insurance companies and 1 business development companies. Of its assets, 86.9% ($5.81B across 10 accounts) are managed with discretion; $876M across 7 accounts are not. Of its clients, 12% are outside the U.S. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Business development companies | 6% | 3% |
| Pooled investment vehicles | 53% | 87% |
| Other investment advisers | 6% | 4% |
| Insurance companies | 29% | 6% |
| Other | 6% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Business development companies | 1 | $204M | 3.0% | $204M |
| Pooled investment vehicles | 9 | $5.8B | 86.7% | $644M |
| Other investment advisers | Fewer than 5 | $263M | 3.9% | $263M |
| Insurance companies | 5 | $412M | 6.2% | $82.4M |
| Other | Fewer than 5 | $10.7M | 0.2% | $10.7M |
| Total | 17 | $6.69B | 100% | — |
- Clients
- 1
- Regulatory AUM
- $204M
- AUM share
- 3.0%
- Avg. per client
- $204M
- Clients
- 9
- Regulatory AUM
- $5.8B
- AUM share
- 86.7%
- Avg. per client
- $644M
- Clients
- Fewer than 5
- Regulatory AUM
- $263M
- AUM share
- 3.9%
- Avg. per client
- $263M
- Clients
- 5
- Regulatory AUM
- $412M
- AUM share
- 6.2%
- Avg. per client
- $82.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.7M
- AUM share
- 0.2%
- Avg. per client
- $10.7M
Total
- Clients
- 17
- Regulatory AUM
- $6.69B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 12%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 9
BC Partners Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
BC Partners Inc. owns 75% or more of BC Partners Advisors. The leadership team of BC Partners Advisors includes Chief Compliance Officer David Held. It has 120 employees, 46 of them in advisory roles.
Leadership
David HeldChief Compliance Officer
Fahim AhmedOfficer
Edward GoldthorpeOfficer
Raymond SviderExecutive Officer
Henry WangOfficer
Staff
- 120 employees
- 46 in advisory functions
- 3 broker-dealer reps
- Owns 75% or more of BC Partners Advisors L.P.
BC Partners Inc.
Control person · since July 2017
- Owns 75% or more of BC Partners Advisors L.P.
BC Partners Inc
Control person · since March 2017
- Owns 75% or more of BC Partners Inc
BC Partners Advisors Holdings Limited
Control person · since March 2017
- Owns 75% or more of BC Partners Advisors Holdings Limited
BC Partners Group Holdings Limited
Control person · since July 2020
- Owns 75% or more of BC Partners Group Holdings Limited
BC Partners Holdings Limited
Control person · since March 2017
BC Partners Advisors’ regulatory assets fell from $11.9B (July 2021) to $6.69B (September 2026); clients fell from 37 to 17 and employees rose from 76 to 120.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $6.69B | 17 | 120 | 2 |
| Jul 2025July 2025 | $5.51B | 13 | 70 | 1 |
| Jun 2024June 2024 | $25.2B | 14 | 106 | 1 |
| Apr 2023April 2023 | $25.8B | 12 | 85 | 1 |
| Apr 2022April 2022 | $16.1B | 10 | 80 | 1 |
| Jul 2021July 2021 | $11.9B | 37 | 76 | 1 |
Besides its headquarters, BC Partners Advisors has 1 office, with 2 listed addresses across 2 states.
New York · 1 listed address
- 650 Madison Avenue, 3rd Floor, New YorkHQ
Texas · 1 listed address
- 1717 West 6th Street, Suite 380, Austin
Contact and registration details
- Legal name
- BC Partners Advisors L.P.
- Headquarters
- 650 Madison Avenue, 3rd Floor, New York, NY 10022
- Website
- bcpartners.com
- Phone
- 212-891-2880
- @bc-partners
- SEC file
- 801-110739
- Structure
- Delaware limited partnership
- Fiscal year end
- December
BC Partners Advisors has custody of client assets.
What the accounts hold
- Stocks1%
- Funds1%
- Bonds2%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash9%
- Other88%
- Loans, preferred equity and clo equity88%
How many clients does BC Partners Advisors have?
BC Partners Advisors has 17 clients and manages $6.69 billion for them, as of September 2026. They include 9 pooled investment vehicles, 5 insurance companies and 1 business development companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does BC Partners Advisors offer?
BC Partners Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does BC Partners Advisors have?
BC Partners Advisors has 0 investment adviser representatives registered with state securities authorities, out of 120 employees, and 46 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees 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 BC Partners Advisors invest in?
At the end of its last fiscal year, BC Partners Advisors’ separately managed accounts held 88% other, 9% cash and equivalents, 1% exchange-traded equities, 1% state and local bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). The 88% other category is described as: Loans, Preferred Equity and Clo Equity. It advises 9 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 BC Partners Advisors?
BC Partners Advisors is owned through a chain of holding companies by BC Partners Holdings Limited. Its direct owners are BC Partners Inc. (75% or more) and BC Partners Inc (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does BC Partners Advisors get paid?
BC Partners Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BC Partners Advisors?
BC Partners Advisors’ main office is at 650 Madison Avenue, 3rd Floor, New York, NY 10022. Its phone number is 212-891-2880. Its website is bcpartners.com.