DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bain Capital Public Equity, LP
Latest filing Mar 31, 2026
First filing on the tape Dec 23, 2011 · 39 filings
SEC status approved since Apr 10, 2008
RAUM
$242M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$242M as of Mar 31, 2026
Mar 30, 2012$11B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)26 as of Mar 31, 2026
Apr 1, 201369 then
Private funds2 as of Mar 31, 2026
Mar 30, 20124 then
RAUM -93% over the last fiscal year-61% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $60.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -93%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$205M84%
- Investment companies$37.6M16%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Nmn Anand More · Partnercontrolsince 01/2023 · owns less than 5%
- William Peter Riehl · Partnercontrolsince 01/2005 · owns less than 5%
- Harry Joshua Ross · Partnercontrolsince 09/2016 · owns less than 5%
- Michael John Toussaint · Partnercontrolsince 01/2007 · owns less than 5%
- Patrick John Connaughton · Partnercontrolsince 12/1997 · owns F of Bain Capital Holdings, LP
- Benjamin David Gross · Partnercontrolsince 01/2008 · owns F of Bain Capital Holdings, LP
- Scott Jonathan Lavine · Partnercontrolsince 12/1997 · owns F of Bain Capital Holdings, LP
- Dee Sally Fassler Dornaus · Partner & Group Chief Financial Officer, Capital Marketssince 01/2014 · owns less than 5%
- Stephen James Goldman · Chief Compliance Officersince 01/2019 · owns less than 5%
- Nmn Rohan Kapoor · Head Of Operations And Data Management, Capital Marketssince 01/2023 · owns less than 5%
- Bennett Michael Treisman · Partner & General Counsel, Capital Marketssince 01/2020 · owns less than 5%
- Scott Andrew Viens · Partner & Head Of Risk And Process Management, Capital Marketssince 01/2023 · owns less than 5%
- Gardner Christopher Green · Partnersince 09/2018 · owns F of Bain Capital Holdings, LP
- De Courcy Michael Ward · Partnersince 01/2005 · owns F of Bain Capital Holdings, LP
- Franklin Scott Weisman · Partnersince 01/2018 · owns F of Bain Capital Holdings, LP
Entity owners
- Bain Capital Public Equity (Gp), LLC · General Partnerdirect · owns less than 5%
- Bain Capital, LP · Limited Partnerdirect · owns 75% or more
- Bain Capital (Gp), LLC · General Partnerindirect · owns F of Bain Capital, LP
- Bain Capital Holdings, LP · Limited Partnerindirect · owns 75% or more of Bain Capital, LP
- Bain Capital, LP · Memberindirect · owns 75% or more of Bain Capital Public Equity (Gp), LLC
Related persons
Schedule D 7.A
- Asset Resurgence Mauritius Managerinvestment advisern
- Bain Capital (Singapore) Pte. Ltd.investment advisern
- Bain Capital (Uk) Limitedinvestment advisern
- Bain Capital Advisors (India) Pvt. Ltd.investment advisern
- Bain Capital Asset Manager Mauritiusinvestment advisern
- Bain Capital Credit (Asia) Ltd.investment advisern
- Bain Capital Credit (Australia) Pty. Ltd.investment advisern
- Bain Capital Credit Clo Advisors, LPinvestment adviserbanknRAUM $2.1B
- Bain Capital Credit U.S. Clo Manager II, LPinvestment adviserbankn
- Bain Capital Credit U.S. Clo Manager, LLCinvestment adviserbankn
- Bain Capital Credit, LPinvestment adviserbanknRAUM $76B
- Bain Capital Credit, Ltd.investment advisern
- Bain Capital Crypto, LPinvestment advisern
- Bain Capital Distributors, LLCbroker-dealern
- Bain Capital Double Impact, LPinvestment adviserbankn
- Bain Capital Insurance Solutions, LPinvestment adviserbanknRAUM $5.4B
- Bain Capital Investments (Europe) Limitedinvestment advisern
- Bain Capital Investments (Ireland) Limitedinvestment advisern
- Bain Capital Investments (Luxembourg) S.A.R.L.investment advisern
- Bain Capital Life Sciences, LPinvestment adviserbankn
- Bain Capital Partnership Strategies, LPinvestment adviserbanknRAUM $1.7B
- Bain Capital Private Equity (Asia) Ltd.investment advisern
- Bain Capital Private Equity (Europe), Llpinvestment advisern
- Bain Capital Private Equity (Japan), LLCinvestment advisern
- Bain Capital Private Equity, LPinvestment adviserbanknRAUM $96B
- Bain Capital Public Equity Enduring Equity General Partner, LLCpooled vehicle sponsorn
- Bain Capital Public Equity Global Investors, LLCpooled vehicle sponsorn
- Bain Capital Public Equity Global Long Equity General Partner, LLCpooled vehicle sponsorn
- Bain Capital Public Equity Management II, LLCpooled vehicle sponsorn
- Bain Capital Public Equity Management, LLCbankn
Advisers that list Bain Capital Public Equity, LP as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing Mar 31, 2026related persons on Schedule D 7.A of 39.0 against a peer median of 5.0 (488 comparable advisers, 99.0th percentile, 11.5 robust deviations)peers: asset managers, $100M to $500M (488) · 99% percentile
- RAUM down 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $3,504,223,387 to $242,234,196 (-93.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 0.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 0.3% percentile
What changed
consecutive filings, newest first
- Accounts · 9 to 4Jan 21, 2026 to Mar 31, 2026
- Advisory employees · 11 to 4Jan 21, 2026 to Mar 31, 2026
- BD registered reps · 2 to 0Jan 21, 2026 to Mar 31, 2026
- Pooled vehicle clients · 7 to 3Jan 21, 2026 to Mar 31, 2026
- Employees · 34 to 26Jan 21, 2026 to Mar 31, 2026
- Other offices · 1 to 0Jan 21, 2026 to Mar 31, 2026
- Private funds · 6 to 2Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $3.5B to $242MJan 21, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $3.4B to $205MJan 21, 2026 to Mar 31, 2026
- RAUM · $3.5B to $242MJan 21, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 14, 2025
- Advisory activities · 1 to 2Jul 31, 2024 to Mar 31, 2025
- Pooled vehicle clients · 8 to 7Jul 31, 2024 to Mar 31, 2025
- Employees · 33 to 34Jul 31, 2024 to Mar 31, 2025
- Private funds · 7 to 6Jul 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.6B to $3.5BJul 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.5B to $3.4BJul 31, 2024 to Mar 31, 2025
- RAUM · $3.6B to $3.5BJul 31, 2024 to Mar 31, 2025
- Employees · 30 to 33Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.1B to $3.6BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.1B to $3.5BMar 31, 2023 to Mar 28, 2024
- RAUM · $4.1B to $3.6BMar 31, 2023 to Mar 28, 2024
- Accounts · 7 to 9Feb 17, 2023 to Mar 31, 2023
- Advisory employees · 9 to 11Feb 17, 2023 to Mar 31, 2023
- BD registered reps · 1 to 2Feb 17, 2023 to Mar 31, 2023
- Pooled vehicle clients · 7 to 8Feb 17, 2023 to Mar 31, 2023
- Employees · 24 to 30Feb 17, 2023 to Mar 31, 2023
- Other offices · 0 to 1Feb 17, 2023 to Mar 31, 2023
- Discretionary RAUM · $4.4B to $4.1BFeb 17, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $4.4B to $4.1BFeb 17, 2023 to Mar 31, 2023
- RAUM · $4.4B to $4.1BFeb 17, 2023 to Mar 31, 2023
- Private funds · 6 to 7Mar 31, 2022 to Feb 17, 2023
- Accounts · 6 to 7Feb 16, 2022 to Mar 31, 2022
- Advisory employees · 10 to 9Feb 16, 2022 to Mar 31, 2022
- Pooled vehicle clients · 6 to 7Feb 16, 2022 to Mar 31, 2022
- Employees · 20 to 24Feb 16, 2022 to Mar 31, 2022
- Private funds · 7 to 6Feb 16, 2022 to Mar 31, 2022
- Discretionary RAUM · $3.1B to $4.4BFeb 16, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $3.1B to $4.4BFeb 16, 2022 to Mar 31, 2022
- RAUM · $3.1B to $4.4BFeb 16, 2022 to Mar 31, 2022
Signals
12 dated events
- Bain Capital Public Equity, Lp reported RAUM $242.2M, down 93% from $3.5B (2026-01-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Benjamin David Gross (Partner) appeared on Schedule A of Bain Capital Public Equity, LpJun 28, 2024 · Control person joined · fact
- Nmn Joshua Bekenstein (Partner) no longer on Schedule A of Bain Capital Public Equity, Lp (listed 2023-02-17, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Gerard Stephen Pagliuca (Partner) no longer on Schedule A of Bain Capital Public Equity, Lp (listed 2023-02-17, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- John Dewey Awad (Managing Director) no longer on Schedule A of Bain Capital Public Equity, Lp (listed 2023-02-17, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Nmn Anand More (Partner) appeared on Schedule A of Bain Capital Public Equity, LpMar 31, 2023 · Control person joined · fact
- Bain Capital Public Equity, Lp reported RAUM $4.4B, up 41% from $3.1B (2022-02-16 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Alan Michael Krupka (Partner) no longer on Schedule A of Bain Capital Public Equity, Lp (listed 2022-02-16, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Bain Capital Public Equity, Lp reported RAUM $3.1B, up 70% from $1.8B (2020-07-07 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- William Steven Barnes (Partner) no longer on Schedule A of Bain Capital Public Equity, Lp (listed 2020-07-07, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Ferat Ongoren (Managing Director) no longer on Schedule A of Bain Capital Public Equity, Lp (listed 2019-03-29, absent 2019-11-08)Nov 8, 2019 · Control person left · inference
- Brookside Capital, Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 7, 2016 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 617-516-2318reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026