{"url":"https://nivawealth.com/firms/bc-partners-advisors-288495","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/288495","regulatoryAum":6688932729,"crd":"288495","history":[{"filedOn":"2021-07-15","regulatoryAum":11852461503,"clients":37,"employees":76,"offices":1},{"filedOn":"2022-04-25","regulatoryAum":16110304608,"clients":10,"employees":80,"offices":1},{"filedOn":"2023-04-06","regulatoryAum":25790938505,"clients":12,"employees":85,"offices":1},{"filedOn":"2024-06-11","regulatoryAum":25239051174,"clients":14,"employees":106,"offices":1},{"filedOn":"2025-07-16","regulatoryAum":5512644462,"clients":13,"employees":70,"offices":1},{"filedOn":"2026-09-29","regulatoryAum":6688932729,"clients":17,"employees":120,"offices":2}],"secFileNumber":"801-110739","legalName":"BC Partners Advisors L.P.","displayName":"BC Partners Advisors","slug":"bc-partners-advisors-288495","website":"https://bcpartners.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/bc-partners","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"650 Madison Avenue, 3rd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"30 June 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":120,"advisory":46,"brokerDealerReps":3,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":6688932729,"discretionary":5813143751,"discretionaryAccounts":10,"nonDiscretionary":875788978,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":12,"nonAumClients":17},"clientTypes":[{"label":"Business development companies","clients":1,"regulatoryAum":203560000},{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":5799663064},{"label":"Other investment advisers","clients":1,"fewerThan5":true,"regulatoryAum":262853836},{"label":"Insurance companies","clients":5,"regulatoryAum":412126471},{"label":"Other","clients":1,"fewerThan5":true,"regulatoryAum":10729358}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"BC Partners Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Held","title":"Chief Compliance Officer","crd":"5765381"},{"name":"Fahim Ahmed","title":"Officer","crd":"7453225"},{"name":"Edward Goldthorpe","title":"Officer","crd":"3278806"},{"name":"Raymond Svider","title":"Executive Officer","crd":"1859801"},{"name":"Henry Wang","title":"Officer","crd":"4210992"}],"ownership":[{"label":"BC Partners Inc.","detail":"Limited partner in the 75% or more ownership band and a control person, since July 2017."},{"label":"BC Partners Advisors Holdings Limited","detail":"Indirect owner: a shareholder of BC Partners Inc in the 75% or more band and a control person, since March 2017.","parent":"BC Partners Inc"},{"label":"BC Partners Holdings Limited","detail":"Indirect owner: a shareholder of BC Partners Group Holdings Limited in the 75% or more band and a control person, since March 2017.","parent":"BC Partners Group Holdings Limited"},{"label":"BC Partners Group Holdings Limited","detail":"Indirect owner: a shareholder of BC Partners Advisors Holdings Limited in the 75% or more band and a control person, since July 2020.","parent":"BC Partners Advisors Holdings Limited"},{"label":"BC Partners Inc","detail":"Indirect owner: a shareholder of BC Partners (GP) LLC in the 75% or more band and a control person, since March 2017.","parent":"BC Partners (GP) LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"650 Madison Avenue, 3rd Floor","city":"New York","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"1717 West 6th Street, Suite 380","city":"Austin"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-891-2880","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees","Other"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":9},{"label":"Other","percent":88,"detail":"Loans, Preferred Equity and Clo Equity"}],"privateFunds":9},"sources":{"adv1FilingDate":"29 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/288495/PDF/288495.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does BC Partners Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BC Partners Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does BC Partners Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BC Partners Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BC Partners Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BC Partners Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact BC Partners Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}