{"url":"https://nivawealth.com/firms/benefit-street-partners-limited-160617","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160617","regulatoryAum":22614635412,"crd":"160617","secFileNumber":"801-74223","legalName":"Benefit Street Partners Limited","displayName":"Benefit Street Partners Limited","website":null,"founded":null,"organization":"other (specify) organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"78 Cannon Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC4N 6HL"},"tradeNames":["Alcentra MF II GP Limited","Alcentra S.a.r.l","Alcentra Uk DLF GP Limited","Clareant Jersey GP Limited Partnership"],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":164,"advisory":45,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":22087876630,"discretionaryAccounts":48,"nonDiscretionary":526758782,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":91,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":461622362},{"label":"Pooled investment vehicles","clients":41,"regulatoryAum":20408521610},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":1744491440}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Bank  and Trust Company","shortName":"State Street Bank  and Trust","location":"Boston, MA","smaAssets":746214634},{"name":"Mitsubishi Ufj Investor Services & Banking (luxembourg) S.a.,","shortName":"Mitsubishi Ufj Investor Services & Banking (luxembourg) S.a.,","location":"Luxembourg","smaAssets":262853091},{"name":"J.P. Morgan Se Amsterdam Branch","shortName":"J.P. Morgan","location":"Amsterdam","smaAssets":735423715}],"custodyNote":"Benefit Street Partners Limited has custody of $6.15B for 10 clients.","otherCustodians":[],"leadership":[{"name":"Ben Woodley","title":"Chief Compliance Officer","crd":"8266859"},{"name":"Cathy Bevan","title":"Director","crd":"7452573"},{"name":"Henry Schoch","title":"Chief Accounting Officer, Director","crd":"7891504"},{"name":"Daire Wheeler","title":"Director","crd":"8065769"}],"ownership":[{"label":"BSP Asset Management Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since January 2006."},{"label":"BSP Group Holdings Inc","detail":"Indirect owner: a shareholder of BSP Asset Management Limited in the 75% or more band and a control person, since January 2006.","parent":"BSP Asset Management Limited"},{"label":"Franklin Resources Inc.","detail":"Indirect owner: a shareholder of BSP Group Holdings Inc in the 75% or more band and a control person, since November 2022.","parent":"BSP Group Holdings Inc"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402033983200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"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"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"Non-exchange-traded equity securities","percent":5},{"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":6},{"label":"Other","percent":83,"detail":"Clo Debt Notes, Bank Debt Investment and Unfunded Commitments."}],"privateFunds":34},"sources":{"adv1FilingDate":"7 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160617/PDF/160617.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Benefit Street Partners Limited have?","answer":"Benefit Street Partners Limited has 42 clients and manages $22.6 billion for them, as of May 2026. They include 41 pooled investment vehicles and 1 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Benefit Street Partners Limited offer?","answer":"Benefit Street Partners Limited 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":"Which custodians does Benefit Street Partners Limited use?","answer":"Benefit Street Partners Limited’s separately managed account assets are held at State Street Bank  and Trust Company (Boston, MA), with $746,214,634, J.P. Morgan Se Amsterdam Branch (Amsterdam), with $735,423,715 and Mitsubishi Ufj Investor Services & Banking (luxembourg) S.a., (Luxembourg), with $262,853,091. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Benefit Street Partners Limited have?","answer":"Benefit Street Partners Limited has 0 investment adviser representatives registered with state securities authorities, out of 164 employees, and 45 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Benefit Street Partners Limited invest in?","answer":"At the end of its last fiscal year, Benefit Street Partners Limited’s separately managed accounts held 83% clo debt notes, bank debt investment and unfunded commitments., 6% cash and equivalents, 5% non-exchange-traded equities, 4% exchange-traded equities, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). It advises 34 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 Benefit Street Partners Limited?","answer":"Benefit Street Partners Limited is owned through a chain of holding companies by Franklin Resources Inc. Its direct owner is BSP Asset Management Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Benefit Street Partners Limited get paid?","answer":"Benefit Street Partners Limited is paid through a percentage of assets under management and performance-based fees. 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"}}],"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."}