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
Bcsf Advisors, LP
Latest filing Mar 31, 2026
First filing on the tape Jan 15, 2016 · 26 filings
SEC status approved since Feb 16, 2016
RAUM
$3.6B
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
682
272 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$3.6B as of Mar 31, 2026
Mar 31, 2017$547M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20160 then
Employees (5.A)682 as of Mar 31, 2026
Mar 30, 20166 then
Private funds: no history
RAUM +11% over the last fiscal year+0.0% 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
- $1.2BderivedRAUM 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
- +11%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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=26.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alexander Michael Ewald · Partnercontrolsince 11/2015 · owns less than 5%
- Clark Carolyn Hastings · Partnercontrolsince 01/2017 · owns less than 5%
- Brooks Jeffrey Hawkins · Partnercontrolsince 11/2015 · owns less than 5%
- Ann Viva Hyatt · Partnercontrolsince 11/2015 · owns less than 5%
- Scott Jonathan Lavine · Partnercontrolsince 11/2015 · owns less than 5%
- Michael Jeffrey Robinson · Partnercontrolsince 11/2015 · owns less than 5%
- John Gregory Wipf · Partnercontrolsince 01/2019 · owns less than 5%
- Jay John Wright III · Partnercontrolsince 11/2015 · 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 11/2015 · 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 Credit, LP · Limited Partnerdirect · owns 75% or more
- Bcsf Advisors (Gp), LLC · General Partnerdirect · owns less than 5%
- Bain Capital (Gp), LLC · General Partnerindirect · owns F of Bain Capital, LP
- Bain Capital Credit (Gp), LLC · General Partnerindirect · owns F of Bain Capital Credit, LP
- Bain Capital Holdings, LP · Limited Partnerindirect · owns F of Bain Capital, LP
- Bain Capital, LP · Memberindirect · owns 75% or more of Bcsf Advisors (Gp), LLC
- Bain Capital, LP · Limited Partnerindirect · owns F of Bain Capital Credit, LP
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 Cops Cv Holdings Investors, L.P.pooled vehicle sponsorn
- Bain Capital Credit (Asia) Ltd.investment advisern
- Bain Capital Credit (Australia) Pty. Ltd.pooled vehicle sponsorn
- Bain Capital Credit Asian Opportunities General Partner, LLCpooled vehicle sponsorn
- Bain Capital Credit Clo Advisors, LPinvestment adviserbanknRAUM $2.1B
- Bain Capital Credit Dislocation Fund General Partner, LLCpooled vehicle sponsorn
- Bain Capital Credit Managed Account (G) General Partner, S.A R.L.pooled vehicle sponsorn
- Bain Capital Credit Managed Account (Hayman) General Partner, Sarlpooled vehicle sponsorn
- Bain Capital Credit Managed Account (Ppf) General Partner, Llppooled vehicle sponsorn
- Bain Capital Credit Managed Account General Partner (Derp), LLCpooled vehicle sponsorn
- Bain Capital Credit Managed Account General Partner (L), LLCpooled vehicle sponsorn
- Bain Capital Credit Managed Account General Partner (Q), LLCpooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Blanco), LLCpooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Clo), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Cmac Fund 1), LLCpooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (E), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Fss), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Lex), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Nmsic), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Nzsf), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Ress II), LLCpooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Ress), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Tccc), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors (Ucal), L.P.pooled vehicle sponsorn
- Bain Capital Credit Managed Account Investors, LLCpooled vehicle sponsorn
Advisers that list Bcsf Advisors, LP as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing Mar 31, 2026related persons on Schedule D 7.A of 103.0 against a peer median of 7.0 (850 comparable advisers, 99.0th percentile, 21.6 robust deviations)peers: asset managers, $1B to $5B (850) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3Jan 21, 2026 to Mar 31, 2026
- Advisory employees · 255 to 272Jan 21, 2026 to Mar 31, 2026
- BD registered reps · 21 to 26Jan 21, 2026 to Mar 31, 2026
- Employees · 633 to 682Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $3.3B to $3.6BJan 21, 2026 to Mar 31, 2026
- RAUM · $3.3B to $3.6BJan 21, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 24, 2025
- Advisory employees · 227 to 255Feb 19, 2025 to Mar 31, 2025
- BD registered reps · 15 to 21Feb 19, 2025 to Mar 31, 2025
- Employees · 558 to 633Feb 19, 2025 to Mar 31, 2025
- Discretionary RAUM · $3.1B to $3.3BFeb 19, 2025 to Mar 31, 2025
- RAUM · $3.1B to $3.3BFeb 19, 2025 to Mar 31, 2025
- Accounts · 3 to 2Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 201 to 227Mar 31, 2023 to Mar 28, 2024
- BD registered reps · 13 to 15Mar 31, 2023 to Mar 28, 2024
- Employees · 521 to 558Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.6B to $3.1BMar 31, 2023 to Mar 28, 2024
- RAUM · $3.6B to $3.1BMar 31, 2023 to Mar 28, 2024
- Employees · 460 to 521Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 183 to 201Mar 31, 2022 to Mar 31, 2023
- BD registered reps · 9 to 13Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.9B to $3.6BMar 31, 2022 to Mar 31, 2023
- RAUM · $4.9B to $3.6BMar 31, 2022 to Mar 31, 2023
- Advisory employees · 166 to 183Mar 31, 2021 to Mar 31, 2022
- Employees · 419 to 460Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $3.9B to $4.9BMar 31, 2021 to Mar 31, 2022
- RAUM · $3.9B to $4.9BMar 31, 2021 to Mar 31, 2022
- Advisory employees · 152 to 166Mar 27, 2020 to Mar 31, 2021
- BD registered reps · 10 to 9Mar 27, 2020 to Mar 31, 2021
- Employees · 378 to 419Mar 27, 2020 to Mar 31, 2021
- Discretionary RAUM · $3.8B to $3.9BMar 27, 2020 to Mar 31, 2021
- RAUM · $3.8B to $3.9BMar 27, 2020 to Mar 31, 2021
- Advisory employees · 144 to 152Jan 8, 2020 to Mar 27, 2020
- BD registered reps · 9 to 10Jan 8, 2020 to Mar 27, 2020
- Assets in custody · 0.0 to unsetJan 8, 2020 to Mar 27, 2020
- Employees · 350 to 378Jan 8, 2020 to Mar 27, 2020
- Discretionary RAUM · $3.1B to $3.8BJan 8, 2020 to Mar 27, 2020
- RAUM · $3.1B to $3.8BJan 8, 2020 to Mar 27, 2020
- Accounts · 2 to 3May 10, 2018 to Mar 29, 2019
- Advisory employees · 120 to 144May 10, 2018 to Mar 29, 2019
Signals
17 dated events
- Benjamin David Gross (Partner) appeared on Schedule A of Bcsf Advisors, LpJun 28, 2024 · Control person joined · fact
- Nmn Joshua Bekenstein (Partner) no longer on Schedule A of Bcsf Advisors, Lp (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Gerard Stephen Pagliuca (Partner) no longer on Schedule A of Bcsf Advisors, Lp (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Bcsf Advisors, Lp reported RAUM $3.6B, down 26% from $4.9B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Bcsf Advisors, Lp reported RAUM $4.9B, up 27% from $3.9B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Alan Michael Krupka (Partner) no longer on Schedule A of Bcsf Advisors, Lp (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Michael Christopher Linneman (Managing Director) no longer on Schedule A of Bcsf Advisors, Lp (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- William Steven Barnes (Partner) no longer on Schedule A of Bcsf Advisors, Lp (listed 2020-03-27, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- John Gregory Wipf (Managing Director) appeared on Schedule A of Bcsf Advisors, LpJan 8, 2020 · Control person joined · fact
- Fullerton James Kellogg (Managing Director) no longer on Schedule A of Bcsf Advisors, Lp (listed 2019-07-10, absent 2020-01-08)Jan 8, 2020 · Control person left · inference
- Madison Timothy Barns (Managing Director) no longer on Schedule A of Bcsf Advisors, Lp (listed 2019-07-10, absent 2020-01-08)Jan 8, 2020 · Control person left · inference
- Jay John Wright Iii (Managing Director) appeared on Schedule A of Bcsf Advisors, LpJul 10, 2019 · Control person joined · fact
- Clark Carolyn Hastings (Managing Director) appeared on Schedule A of Bcsf Advisors, LpJul 10, 2019 · Control person joined · fact
- Mark Jonathan Desimone (Managing Director) no longer on Schedule A of Bcsf Advisors, Lp (listed 2019-03-29, absent 2019-07-10)Jul 10, 2019 · Control person left · inference
- Bcsf Advisors, Lp reported RAUM $3.1B, up 69% from $1.8B (2018-05-10 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Bcsf Advisors, Lp reported RAUM $1.8B, up 237% from $546.9M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Sankaty Capital Advisors, Llc filed its initial SEC registration (Form ADV)Jan 15, 2016 · First SEC registration · 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
- Firm profile
- linkedin.com/company/bain-capitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- baincapital.comreportedpublic record, Form ADV, Sep 17, 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