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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

SEC-registered adviser

B••• C•••••• P•••••• E•••••• L•

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 145653SEC 801-69069websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 35 filings
SEC status approved since Apr 10, 2008
RAUM
$96B
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
919
436 advisory (5.B.1)
Offices
15
beyond the principal office
Private funds
36
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$96B as of Mar 31, 2026
Mar 30, 2012$32B 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)919 as of Mar 31, 2026
Apr 1, 2013550 then
Private funds36 as of Mar 31, 2026
Mar 30, 201214 then
RAUM +35% over the last fiscal year+12% a year over threeIARs 0 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
$2.7BderivedRAUM 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
unknownderived16 offices incl. principal (1.F.5)
RAUM growth, one year
+35%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, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 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$96B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
36reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=31.0derived
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
      36 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B••• C•••••• F••• X••• L•Private Equity Fund$11B439Mar 30, 2018
      B••• C•••••• F••• X•••• L•••Private Equity Fund$11B582Mar 31, 2021
      B••• C•••••• A••• F••• V• L•Private Equity Fund$7.7B297Mar 31, 2023
      B••• C•••••• E••••• F••• V•• S•••Private Equity Fund$6.6B334Mar 31, 2023
      B••• C•••••• A••• F••• I•• L•••Private Equity Fund$6.5B277Mar 29, 2019
      B••• C•••••• E••••• F••• V• S•••Private Equity Fund$6.1B345Jan 7, 2019
      B••• C•••••• F••• X•• L•••Private Equity Fund$4.6B357Mar 31, 2014
      B••• C•••••• E••••• F••• I•• L•••Private Equity Fund$3.9B254Mar 31, 2015
      B••• C•••••• A••• F••• I••• L•Private Equity Fund$2.8B207Mar 30, 2016
      B••• C•••••• T••• O••••••••• F••• I•• L•••Private Equity Fund$2.4B282Mar 31, 2023
      B••• C•••••• L••• S••••••• F••• I••• L•••Private Equity Fund$2.3B257Mar 31, 2022
      B••• C•••••• F••• X• L•••Private Equity Fund$1.7B420Mar 30, 2012
      B••• C•••••• F••• •••• X•••• S•••Private Equity Fund$1.6B106Mar 31, 2021
      B••• C•••••• T••• O••••••••• F•••• L•••Private Equity Fund$1.5B258Oct 4, 2019
      B••• C•••••• E••••• H•••••••• L•Private Equity Fund$1.4B151Mar 31, 2023
      B••• C•••••• A••• F••• I•• L•••Private Equity Fund$1.1B197Mar 30, 2012
      B••• C•••••• J•••• M••••• M••••• F•••• L•••Private Equity Fund$1.1B122Mar 31, 2022
      B••• C•••••• F••• V••• L•••Private Equity Fund$1.0B312Mar 30, 2012
      B••• C•••••• D••••• I••••• F••• I•• L•••Private Equity Fund$967M144Mar 31, 2021
      B••• C•••••• L••• S••••••• F••• I•• L•••Private Equity Fund$843M145Mar 27, 2020
      B••• C•••••• F••• •••• X••• S•••Private Equity Fund$797M43Mar 30, 2018
      B••• C•••••• L••• S••••••• F•••• L•••Private Equity Fund$773M154Dec 6, 2016
      B••• C•••••• F••• ••• X••• L•Private Equity Fund$616M4Mar 30, 2018
      B••• C•••••• D••••• I••••• F•••• L•••Private Equity Fund$276M117Aug 12, 2016
      B••• C•••••• E••••• F••• I••• L•••Private Equity Fund$205M258Mar 30, 2012
      B••• C•••••• F••• I•• L•••no longer reportedPrivate Equity Fund$200M469Mar 30, 2012
      B••• C•••••• X• C••••••••• F•••• L•••no longer reportedPrivate Equity Fund$115M123Mar 30, 2012
      B••• C•••••• A••• F•••• L•••no longer reportedPrivate Equity Fund$97.4M278Mar 30, 2012
      B••• C•••••• V•• C••••••••• F•••• L•••Private Equity Fund$91.8M65Mar 30, 2012
      B••• C•••••• I• C••••••••• F•••• L•••no longer reportedPrivate Equity Fund$23.5M189Mar 30, 2012
      B••• C•••••• F••• V•••• L•••no longer reportedPrivate Equity Fund$17.5M407Mar 30, 2012
      B••• C•••••• F••• V•••••• L•••no longer reportedPrivate Equity Fund$17.3M215Mar 30, 2012
      B••• C•••••• F••• V•• L•••no longer reportedPrivate Equity Fund$16.0M204Mar 30, 2012
      B••• C•••••• V••• C••••••••• F•••• L•••no longer reportedPrivate Equity Fund$15.9M97Mar 30, 2012
      B••• C•••••• F••• V••••• L•••no longer reportedPrivate Equity Fund$2.8M146Mar 30, 2012
      B••• C•••••• D••••• I••••• F••• I••• L•••Private Equity Fund$00Mar 31, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • C••••••••• J•••• P•••••• · Partnercontrol
        since 12/1997 · owns less than 5%
      • G•••••• C••••••••• R•••• · Partnercontrol
        since 01/2009 · owns less than 5%
      • G••••• D••••• B••••••• · Partnercontrol
        since 01/2008 · owns less than 5%
      • H•••••••• D••••• W•••••• · Partnercontrol
        since 01/2013 · owns less than 5%
      • C••••••••• J•••• P•••••• · Partnercontrol
        since 12/1997 · owns F of B••• C•••••• H•••••••• L•
      • G••••• D••••• B••••••• · Partnercontrol
        since 01/2008 · owns F of B••• C•••••• H•••••••• L•
      • L•••••• J•••••••• S•••• · Partnercontrol
        since 12/1997 · owns F of B••• C•••••• H•••••••• L•
      • C•••••••• J••• P••• · Partner & Group Chief Financial Officer, P•••••• M•••••S
        since 01/2006 · owns less than 5%
      • C•••••• B••••• C••••••••• · G•••••• Counsel, North America P•••••• Equity
        since 01/2023 · owns less than 5%
      • G•••• S•••••• J•••• A••••• · Partner
        since 01/2011 · owns less than 5%
      • G••••••• B•••• D••• P• · Partner & G•••••• Counsel, A••• P•••••• Equity
        since 01/2018 · owns less than 5%
      • H•••••••• G••••••• F•••••• · Chief Compliance Officer
        since 03/2023 · owns less than 5%
      • L•••••• N••••• J••••••• · Chief Human Resources Officer, B••• Capital & Chief Operating Officer, Global P•••••• Equity
        since 08/2011 · owns less than 5%
      • M•••••••• R••••• N•• · Partner
        since 03/2009 · owns less than 5%
      • P•••••• S••••••• R•••• · Chief Financial Officer, Global P•••••• Equity
        since 01/2022 · owns less than 5%
      • R••••• W••••••• D•••• · G•••••• Counsel, E••••• P•••••• Equity
        since 01/2023 · owns less than 5%
      • S•••••• M••••••• F•••• · Partner
        since 01/2007 · owns less than 5%
      • Z••• J••• J••••••• · Partner
        since 02/2006 · owns less than 5%
      • G••••• C••••••••• G•••••• · Partner
        since 09/2018 · owns F of B••• C•••••• H•••••••• L•
      • W•••• M••••••• D• C••••• · Partner
        since 01/2005 · owns F of B••• C•••••• H•••••••• L•
      • W••••••• S••••• F••••••• · Partner
        since 01/2018 · owns F of B••• C•••••• H•••••••• L•
      Entity owners
      • B••• C•••••• P•••••• E••••• •••• L•• · G•••••• Partner
        direct · owns less than 5%
      • B••• C••••••• L• · L•••••• Partner
        direct · owns 75% or more
      • B••• C•••••• •••• L•• · G•••••• Partner
        indirect · owns F of B••• C••••••• L•
      • B••• C•••••• H•••••••• L• · L•••••• Partner
        indirect · owns 75% or more of B••• C••••••• L•
      • B••• C••••••• L• · Member
        indirect · owns 75% or more of B••• Capital P•••••• Equity (Gp) LLC, B••• Captial D••••• I••••• (Gp), LLC, And B••• Capital L••• S••••••• (Gp), LLC
      Related persons
      Schedule D 7.A
      Advisers that list B••• C•••••• P•••••• E•••••• L• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • London, United Kingdom69 employees
      • Tokyo, Japan52 employees
      • New York, NY32 employees
      • Mumbai, India18 employees
      • Hong Kong, China17 employees
      • Sydney, Australia9 employees
      • San F••••••Co, CA8 employees
      • Seoul, Korea, South7 employees
      • Shanghai, China6 employees
      • San F••••••Co, CA4 employees
      • Senningerberg, Luxembourg
      What changed
      consecutive filings, newest first
      • Accounts · 27 to 36
        Mar 31, 2025 to Mar 31, 2026
      • Advisory employees · 419 to 436
        Mar 31, 2025 to Mar 31, 2026
      • BD registered reps · 27 to 31
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 27 to 36
        Mar 31, 2025 to Mar 31, 2026
      • Employees · 873 to 919
        Mar 31, 2025 to Mar 31, 2026
      • Private funds · 30 to 36
        Mar 31, 2025 to Mar 31, 2026
      • Discretionary RAUM · $72B to $96B
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $72B to $96B
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $72B to $96B
        Mar 31, 2025 to Mar 31, 2026
      • Accounts · 26 to 27
        Jul 31, 2024 to Mar 31, 2025
      • Advisory employees · 389 to 419
        Jul 31, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 26 to 27
        Jul 31, 2024 to Mar 31, 2025
      • Employees · 856 to 873
        Jul 31, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Jul 31, 2024 to Mar 31, 2025
      • Other offices · 12 to 15
        Jul 31, 2024 to Mar 31, 2025
      • Private funds · 27 to 30
        Jul 31, 2024 to Mar 31, 2025
      • Discretionary RAUM · $79B to $72B
        Jul 31, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $79B to $72B
        Jul 31, 2024 to Mar 31, 2025
      • RAUM · $79B to $72B
        Jul 31, 2024 to Mar 31, 2025
      • Discretionary RAUM · $79B to $79B
        Mar 28, 2024 to Jun 28, 2024
      • Pooled vehicle RAUM · $79B to $79B
        Mar 28, 2024 to Jun 28, 2024
      • RAUM · $79B to $79B
        Mar 28, 2024 to Jun 28, 2024
      • Advisory employees · 381 to 389
        Mar 31, 2023 to Mar 28, 2024
      • BD registered reps · 21 to 27
        Mar 31, 2023 to Mar 28, 2024
      • Employees · 793 to 856
        Mar 31, 2023 to Mar 28, 2024
      • Discretionary RAUM · $69B to $79B
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $69B to $79B
        Mar 31, 2023 to Mar 28, 2024
      • RAUM · $69B to $79B
        Mar 31, 2023 to Mar 28, 2024
      • Accounts · 27 to 26
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 338 to 381
        Mar 31, 2022 to Mar 31, 2023
      • BD registered reps · 16 to 21
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 27 to 26
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 694 to 793
        Mar 31, 2022 to Mar 31, 2023
      • Other offices · 11 to 12
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $66B to $69B
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $66B to $69B
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $66B to $69B
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 25 to 27
        Mar 31, 2021 to Mar 31, 2022
      • Advisory employees · 320 to 338
        Mar 31, 2021 to Mar 31, 2022
      • BD registered reps · 15 to 16
        Mar 31, 2021 to Mar 31, 2022
      Signals
      9 dated events
      • B••• C•••••• P•••••• E•••••• L• reported RAUM $96.4B, up 35% from $71.6B (2025-03-31 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • Nmn Joshua Bekenstein (Managing Director) no longer on Schedule A of B••• C•••••• P•••••• E•••••• L• (listed 2022-03-31, absent 2023-03-31)
        Mar 31, 2023 · Control person left · inference
      • Gerard Stephen Pagliuca (Managing Director) no longer on Schedule A of B••• C•••••• P•••••• E•••••• L• (listed 2022-03-31, absent 2023-03-31)
        Mar 31, 2023 · Control person left · inference
      • Riley Christopher Gordon (Managing Director) appeared on Schedule A of B••• C•••••• P•••••• E•••••• L•
        Mar 31, 2022 · Control person joined · fact
      • Alan Michael Krupka (Partner) no longer on Schedule A of B••• C•••••• P•••••• E•••••• L• (listed 2021-03-31, absent 2022-03-31)
        Mar 31, 2022 · Control person left · inference
      • D•••• Humphrey (Managing Director) appeared on Schedule A of B••• C•••••• P•••••• E•••••• L•
        Mar 31, 2022 · Control person joined · fact
      • W•••••• Steven Barnes (Managing Director) no longer on Schedule A of B••• C•••••• P•••••• E•••••• L• (listed 2020-03-27, absent 2021-03-31)
        Mar 31, 2021 · Control person left · inference
      • B••• C•••••• P•••••• E•••••• L• reported RAUM $59.8B, up 28% from $46.9B (2020-03-27 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • B••• C•••••• P•••••••• L• 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
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/bain-capitalreportedpublic record, Form ADV, Sep 18, 2026
      Website
      baincapital.comreportedpublic record, Form ADV, Sep 18, 2026
      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