{"url":"https://nivawealth.com/firms/bc-partners-pe-333698","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333698","regulatoryAum":31066872081,"crd":"333698","secFileNumber":"801-131479","legalName":"BC Partners Pe L.P.","displayName":"BC Partners Pe","website":"https://www.bcpartners.com/","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":"18 November 2024","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":50,"advisory":24,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":31066872081,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":31066872081}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"BC Partners Pe has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Fahim Ahmed","title":"Officer","crd":"7453225"},{"name":"Andrew Devine","title":"CCO","crd":"6792617"},{"name":"Raymond Svider","title":"Officer","crd":"1859801"}],"ownership":[{"label":"BC Partners Pe (GP) LLC","detail":"Sole limited partner in the 75% or more ownership band and a control person, since October 2024."},{"label":"BC Partners Advisors L.P.","detail":"Indirect owner: a shareholder of BC Partners Pe (GP) LLC in the 75% or more band and a control person, since October 2024.","parent":"BC Partners Pe (GP) LLC"},{"label":"BC Partners (GP) LLC","detail":"Indirect owner: a general partner of BC Partners Advisors L.P. in the 75% or more band and a control person, since March 2017.","parent":"BC Partners Advisors L.P."},{"label":"BC Partners Holdings LTD","detail":"Indirect owner: a shareholder of BC Partners Group Holdings LTD in the 75% or more band and a control person, since July 2020.","parent":"BC Partners Group Holdings LTD"},{"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"},{"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 Group Holdings LTD","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"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"650 Madison Avenue, 3rd Floor","city":"New York","headquarters":true}]}],"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)","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"13 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333698/PDF/333698.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does BC Partners Pe have?","answer":"BC Partners Pe has 4 clients and manages $31.1 billion for them, as of August 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BC Partners Pe offer?","answer":"BC Partners Pe provides portfolio management for pooled vehicles.","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 Pe have?","answer":"BC Partners Pe has 0 investment adviser representatives registered with state securities authorities, out of 50 employees, and 24 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":"Who owns BC Partners Pe?","answer":"BC Partners Pe is owned through a chain of holding companies by BC Partners Holdings LTD. Its direct owner is BC Partners Pe (GP) LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BC Partners Pe get paid?","answer":"BC Partners Pe is paid through a percentage of assets under management, fixed fees 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":{"url":"https://nivawealth.com/firms/bc-partners-pe-333698/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2069049/000121390026056510/0001213900-26-056510-index.html","totalValue":5959578156,"positionCount":2,"top10Share":1,"top10":[{"issuer":"Chewy","titleOfClass":"CL B","cusip":"16679L109","value":4764912156,"shares":176478228,"shareType":"SH"},{"issuer":"GFL","titleOfClass":"SUB VTG SHS","cusip":"36168Q104","value":1194666000,"shares":29912724,"shareType":"SH"}],"positionsListed":2,"positions":[{"issuer":"Chewy","titleOfClass":"CL B","cusip":"16679L109","value":4764912156,"shares":176478228,"shareType":"SH"},{"issuer":"GFL","titleOfClass":"SUB VTG SHS","cusip":"36168Q104","value":1194666000,"shares":29912724,"shareType":"SH"}]},"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."}