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
Bc Partners Advisors L.P.
Latest filing Mar 31, 2026
First filing on the tape Jun 1, 2017 · 31 filings
SEC status approved since Jun 30, 2017
RAUM
$6.7B
reported, Item 5.F
Discretionary
87%
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
120
46 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$6.7B as of Mar 31, 2026
Mar 29, 2018$7.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)120 as of Mar 31, 2026
Mar 29, 201840 then
Private funds9 as of Mar 31, 2026
Mar 29, 201857 then
RAUM +21% over the last fiscal year-36% 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
- $393MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 6.2%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
- +21%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.8B90%
- Insurance companies$412M6.4%
- Other investment advisers$263M4.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.94 institutional_share=0.06 related_bd=true related_bank=true bd_reps=3.0derived
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
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bcp Special Opportunities Fund II Holdings LP | Private Equity Fund | $686M | 128 | Mar 31, 2022 |
| Bcp Special Opportunities Fund II Originations LP | Private Equity Fund | $591M | 128 | Mar 29, 2024 |
| Bc European Capital X - Port Co-Investment (1) LPno longer reported | Private Equity Fund | $394M | 16 | Mar 31, 2021 |
| Bcp Great Lakes II - Series A Holdings LP | Private Equity Fund | $305M | 27 | Mar 31, 2023 |
| Bcp Great Lakes Fund LPno longer reported | Private Equity Fund | $270M | 17 | Oct 8, 2019 |
| Blue Sky Credit Fund LP | Private Equity Fund | $256M | 1 | Mar 31, 2023 |
| Bcp Special Opportunities Fund I LPno longer reported | Hedge Fund | $243M | 49 | Mar 29, 2018 |
| Bcp Special Opportunities Feeder Fund II (Lux) Scspno longer reported | Hedge Fund | $243M | 27 | Mar 31, 2021 |
| Bcp Special Opportunities Offshore Feeder II LPno longer reported | Hedge Fund | $231M | 18 | Mar 31, 2021 |
| Bc European Capital X - Port Co-Investment (2) LPno longer reported | Private Equity Fund | $219M | 5 | Mar 31, 2021 |
| Bcp Special Opportunities Fund II LPno longer reported | Hedge Fund | $175M | 40 | Mar 31, 2021 |
| Bcp Special Opportunities Offshore Fund I LPno longer reported | Hedge Fund | $156M | 37 | Mar 29, 2018 |
| Bcp Special Opportunities Fund III Holdings LP | Private Equity Fund | $118M | 158 | Mar 29, 2024 |
| Bc European Capital Ix - 11 LPno longer reported | Private Equity Fund | $109M | 3 | Jun 1, 2017 |
| Bcp Special Opportunities Fund III Originations LP | Private Equity Fund | $108M | 158 | Mar 29, 2024 |
| Bcp Special Opportunities Fund I LP | Private Equity Fund | $82.1M | 81 | Mar 31, 2022 |
| Pantheon-Bcp Secondary Credit Opportunities LP | Private Equity Fund | $49.4M | 2 | Mar 31, 2021 |
| Bc Partners Jj Co-Investment LPno longer reported | Private Equity Fund | $20.8M | 2 | Mar 31, 2021 |
| Bcp Special Opportunities Fund II (Lux) Scspno longer reported | Hedge Fund | $12.8M | 7 | Mar 31, 2021 |
| Bc European Capital X - Saint Co-Investment (1) LPno longer reported | Private Equity Fund | $0 | 13 | Mar 29, 2018 |
| Bc European Capital X - Shawbrook Co-Investment (1) LPno longer reported | Private Equity Fund | $0 | 10 | Mar 29, 2018 |
| Bc European Capital - Intelsat Syndication LPno longer reported | Private Equity Fund | $0 | 0 | Mar 28, 2012 |
| Bc European Capital X - 9 Alt LPno longer reported | Private Equity Fund | $0 | 15 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Fahim Ahmed · Officercontrolsince 01/2022 · owns less than 5%
- Joseph Edward Goldthorpe · Officercontrolsince 01/2021 · owns less than 5%
- Isaac David Held · Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- Orestes Jason Schaefer · Officercontrolsince 01/2021 · owns less than 5%
- M Raymond Svider · Executive Officercontrolsince 05/2017 · owns less than 5%
- Han-Wei Henry Wang · Officercontrolsince 01/2021 · owns less than 5%
Entity owners
- Bc Partners (Gp) LLC · General Partnerdirect · owns less than 5%
- Bc Partners Management LLC · Limited Partnerdirect · owns 75% or more
- Bc Partners Advisors Holdings Limited · Shareholderindirect · owns 75% or more of Bc Partners Inc
- Bc Partners Group Holdings Limited · Shareholderindirect · owns 75% or more of Bc Partners Advisors Holdings Limited
- Bc Partners Holdings Limited · Shareholderindirect · owns 75% or more of Bc Partners Group Holdings Limited
- Bc Partners Inc · Shareholderindirect · owns 75% or more of Bc Partners Management LLC
Related persons
Schedule D 7.A
- Ability Insurance Companyreal estaten
- Bc Partner Beteiligungsberatung Gmbhinvestment advisern
- Bc Partners Advisors Sarlinvestment advisern
- Bc Partners Llpinvestment adviserbankn
- Bc Partners Management Gr Limitedpooled vehicle sponsorn
- Bc Partners Management Sarlinvestment advisern
- Bc Partners Management Xi Limitedbankpooled vehicle sponsorn
- Bc Partners Pe L.P.investment adviseryRAUM $31B
- Bc Partners Securities LLCbroker-dealern
- Bc Partners Xi Lux Gp Sarlpooled vehicle sponsorn
- Bcec Management X Limitedinvestment adviserpooled vehicle sponsorn
- Bcec X Lux Gp S.A.R.L.bankpooled vehicle sponsorn
- Bcp Great Lakes Gp LPinvestment adviserbankn
- Bcp Special Opportunities Fund I Gp LPinvestment adviserbankpooled vehicle sponsorn
- Bcp Special Opportunities Fund II Gp (Lux) Sarlpooled vehicle sponsorn
- Bcp Special Opportunities Fund II Gp LPpooled vehicle sponsorn
- Bcp Special Opportunities Fund III Gp (Lux) Sarlpooled vehicle sponsorn
- Bcp Special Opportunities Fund III Gp LPpooled vehicle sponsorn
- Bcpere Fund I Gp Sarlpooled vehicle sponsorn
- Cie Management II Limitedpooled vehicle sponsorn
- Cie Management Ix Limitedbankpooled vehicle sponsorn
- Mount Logan Capital Incinvestment advisern
- Mount Logan Managementinvestment advisernRAUM $2.0B
- Ovation Fund Management II, LLCpooled vehicle sponsorn
- Sierra Crest Investment Management LLCinvestment adviserbanknRAUM $781M
Advisers that list Bc Partners Advisors L.P. 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
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 70.0 to 120.0 (+71.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (595 comparable advisers, 99.0th percentile of changes)peers: asset managers, $5B to $20B (595) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 13 to 17Dec 23, 2025 to Mar 31, 2026
- Advisory employees · 31 to 46Dec 23, 2025 to Mar 31, 2026
- BD registered reps · 0 to 3Dec 23, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 9Dec 23, 2025 to Mar 31, 2026
- Employees · 70 to 120Dec 23, 2025 to Mar 31, 2026
- Private funds · 8 to 9Dec 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.8B to $5.8BDec 23, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $753M to $876MDec 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.7B to $5.8BDec 23, 2025 to Mar 31, 2026
- RAUM · $5.5B to $6.7BDec 23, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 16, 2025
- Accounts · 14 to 13Feb 9, 2025 to Mar 31, 2025
- Advisory employees · 55 to 31Feb 9, 2025 to Mar 31, 2025
- BD registered reps · 4 to 0Feb 9, 2025 to Mar 31, 2025
- Employees · 106 to 70Feb 9, 2025 to Mar 31, 2025
- Discretionary RAUM · $3.7B to $4.8BFeb 9, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $22B to $753MFeb 9, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $3.6B to $4.7BFeb 9, 2025 to Mar 31, 2025
- RAUM · $25B to $5.5BFeb 9, 2025 to Mar 31, 2025
- Accounts · 12 to 14Sep 5, 2023 to Mar 29, 2024
- Advisory employees · 42 to 55Sep 5, 2023 to Mar 29, 2024
- Pooled vehicle clients · 5 to 6Sep 5, 2023 to Mar 29, 2024
- Employees · 85 to 106Sep 5, 2023 to Mar 29, 2024
- Private funds · 5 to 8Sep 5, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.6B to $3.7BSep 5, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $23B to $22BSep 5, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.6B to $3.6BSep 5, 2023 to Mar 29, 2024
- RAUM · $26B to $25BSep 5, 2023 to Mar 29, 2024
- Accounts · 18 to 12Oct 10, 2022 to Mar 31, 2023
- Advisory employees · 55 to 42Oct 10, 2022 to Mar 31, 2023
- Advisory activities · 3 to 4Oct 10, 2022 to Mar 31, 2023
- BD registered reps · 2 to 4Oct 10, 2022 to Mar 31, 2023
- Pooled vehicle clients · 4 to 5Oct 10, 2022 to Mar 31, 2023
- Employees · 80 to 85Oct 10, 2022 to Mar 31, 2023
- Private funds · 4 to 5Oct 10, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.1B to $2.6BOct 10, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $14B to $23BOct 10, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.0B to $2.6BOct 10, 2022 to Mar 31, 2023
- RAUM · $16B to $26BOct 10, 2022 to Mar 31, 2023
- Accounts · 34 to 18Jul 15, 2021 to Mar 31, 2022
Signals
14 dated events
- Bc Partners Advisors L.P. reported RAUM $5.5B, down 78% from $25.2B (2025-02-09 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- John Andrew Devine (Chief Compliance Officer) no longer on Schedule A of Bc Partners Advisors L.P. (listed 2024-06-11, absent 2024-12-10)Dec 10, 2024 · Control person left · inference
- Isaac David Held (Chief Compliance Officer) appeared on Schedule A of Bc Partners Advisors L.P.Dec 10, 2024 · Control person joined · fact
- Bc Partners Advisors L.P. reported RAUM $25.8B, up 60% from $16.1B (2022-10-10 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Bc Partners Advisors L.P. reported RAUM $16.1B, up 36% from $11.9B (2021-07-15 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Fahim Ahmed (Officer) appeared on Schedule A of Bc Partners Advisors L.P.Mar 31, 2022 · Control person joined · fact
- Miles Justin Bateman (Executive Officer) no longer on Schedule A of Bc Partners Advisors L.P. (listed 2020-10-15, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Joseph Edward Goldthorpe (Officer) appeared on Schedule A of Bc Partners Advisors L.P.Mar 31, 2021 · Control person joined · fact
- Han-Wei Henry Wang (Officer) appeared on Schedule A of Bc Partners Advisors L.P.Mar 31, 2021 · Control person joined · fact
- Orestes Jason Schaefer (Officer) appeared on Schedule A of Bc Partners Advisors L.P.Mar 31, 2021 · Control person joined · fact
- Bc Partners Advisors L.P. reported RAUM $11.5B, up 145% from $4.7B (2020-03-30 to 2020-04-22)Apr 22, 2020 · RAUM change · derived
- Bc Partners Advisors L.P. reported RAUM $4.7B, down 41% from $8.0B (2019-12-20 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Bc Partners Advisors L.P. reported RAUM $7.9B, up 38% from $5.7B (2018-12-12 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Bc Partners Advisors L.P. filed its initial SEC registration (Form ADV)Jun 1, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- BC Partners Advisors L.P. · Family Officesshared crd · office
- Bc Partners Advisors L.P. · Independent Sponsorsshared crd · capital_provider
- BC Partners Advisors L.P. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bc-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BCPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-891-2880reportedpublic 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