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 Partnership Strategies, LP
Latest filing Mar 31, 2026
First filing on the tape Jun 19, 2018 · 26 filings
SEC status approved since Jul 19, 2018
RAUM
$1.7B
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
17
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$1.7B as of Mar 31, 2026
Mar 29, 2019$574M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20190 then
Employees (5.A)17 as of Mar 31, 2026
Mar 29, 201914 then
Private funds7 as of Mar 31, 2026
Mar 29, 20192 then
RAUM -36% 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
- $236MderivedRAUM 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
- -36%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, selection of other advisersreportedItem 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$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bain Capital Partnership Strategies Fund, L.P. | Hedge Fund | $1.4B | 183 | Feb 25, 2019 |
| Bain Capital Partnership Strategies Coinvest Fund II, L.P. | Hedge Fund | $386M | 80 | Aug 28, 2019 |
| Bain Capital Partnership Strategies Coinvest Fund IV LP | Hedge Fund | $257M | 63 | Mar 31, 2021 |
| Bain Capital Partnership Strategies Emerging Markets Fund, L.P. | Hedge Fund | $233M | 2 | Jan 6, 2016 |
| Bain Capital Partnership Strategies Coinvest Fund I, L.P. | Hedge Fund | $174M | 83 | Aug 28, 2019 |
| Bain Capital Partnership Strategies Coinvest Fund III, L.P. | Hedge Fund | $104M | 42 | Aug 28, 2019 |
| Bain Capital Partnership Strategies Environmental Markets Opportunities Coinvest Fund LP | Hedge Fund | $85.0M | 10 | May 24, 2022 |
| Global Alpha, L.P.no longer reported | Hedge Fund | $79.2M | 2 | Jul 21, 2021 |
| Bain Capital Partnership Strategies Emerging Markets Alpha Fund, L.P.no longer reported | Hedge Fund | $30.1M | 3 | Jul 21, 2021 |
| Bain Capital Partnership Strategies Coinvest Fund V, L.P. | Hedge Fund | $12.2M | 11 | Sep 12, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Jason Colin Campbell · Partner & Co-Head, Partnership Strategiescontrolsince 01/2014 · owns less than 5%
- Daniel Alexander Hocherman · Partner & Co-Head, Partnership Strategiescontrolsince 01/2023 · 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%
- 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 05/2018 · owns less than 5%
- Scott Andrew Viens · Partner & Head Of Risk And Process Management, Capital Marketssince 01/2023 · owns less than 5%
- Franklin Scott Weisman · Partner & Chief Compliance Officer, Bain Capitalsince 01/2018 · 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 · Partner & Chief Compliance Officer, Bain Capitalsince 01/2018 · owns F of Bain Capital Holdings, LP
Entity owners
- Bain Capital Partnership Strategies (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 Partnership Strategies (Gp), LLC
Related persons
Schedule D 7.A
- Asset Resurgence Mauritius Managerinvestment advisern
- Bain Capital Partnership Strategies Coinvest V Investors, LLCpooled vehicle sponsorn
- 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 adviserbankn
- 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 Coinvest II Investors, LLCpooled vehicle sponsorn
- Bain Capital Partnership Strategies Coinvest Investors, LLCpooled vehicle sponsorn
- Bain Capital Partnership Strategies Emerging Markets Investors, LLCpooled vehicle sponsorn
- Bain Capital Partnership Strategies Investors, LLCpooled vehicle sponsorn
- Bain Capital Partnership Strategies Management, LLCbankpooled vehicle sponsorn
- 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
Advisers that list Bain Capital Partnership Strategies, LP as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 31.0 to 17.0 (-45.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1109 comparable advisers, 1.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 1.1% percentile
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $2,575,391,000 to $1,652,170,000 (-36.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 2.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 2.0% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 7Jan 21, 2026 to Mar 31, 2026
- Advisory employees · 11 to 2Jan 21, 2026 to Mar 31, 2026
- BD registered reps · 1 to 0Jan 21, 2026 to Mar 31, 2026
- Pooled vehicle clients · 8 to 7Jan 21, 2026 to Mar 31, 2026
- Employees · 31 to 17Jan 21, 2026 to Mar 31, 2026
- Private funds · 8 to 7Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.6B to $1.7BJan 21, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $2.6B to $1.7BJan 21, 2026 to Mar 31, 2026
- RAUM · $2.6B to $1.7BJan 21, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 30, 2025
- Accounts · 7 to 8Sep 12, 2024 to Mar 31, 2025
- Advisory employees · 13 to 11Sep 12, 2024 to Mar 31, 2025
- Pooled vehicle clients · 7 to 8Sep 12, 2024 to Mar 31, 2025
- Employees · 32 to 31Sep 12, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.6B to $2.6BSep 12, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.6B to $2.6BSep 12, 2024 to Mar 31, 2025
- RAUM · $2.6B to $2.6BSep 12, 2024 to Mar 31, 2025
- Private funds · 7 to 8Jul 31, 2024 to Sep 12, 2024
- Employees · 29 to 32Jun 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.4B to $2.6BJun 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.4B to $2.6BJun 22, 2023 to Mar 28, 2024
- RAUM · $2.4B to $2.6BJun 22, 2023 to Mar 28, 2024
- Accounts · 8 to 7Aug 16, 2022 to Mar 31, 2023
- Advisory employees · 11 to 13Aug 16, 2022 to Mar 31, 2023
- Pooled vehicle clients · 8 to 7Aug 16, 2022 to Mar 31, 2023
- Employees · 23 to 29Aug 16, 2022 to Mar 31, 2023
- Other offices · 1 to 0Aug 16, 2022 to Mar 31, 2023
- Private funds · 9 to 7Aug 16, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.2B to $2.4BAug 16, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.2B to $2.4BAug 16, 2022 to Mar 31, 2023
- RAUM · $2.2B to $2.4BAug 16, 2022 to Mar 31, 2023
- Private funds · 8 to 9Mar 31, 2022 to May 24, 2022
- Accounts · 6 to 8Jul 21, 2021 to Mar 31, 2022
- Advisory employees · 12 to 11Jul 21, 2021 to Mar 31, 2022
- Pooled vehicle clients · 6 to 8Jul 21, 2021 to Mar 31, 2022
- Other offices · 0 to 1Jul 21, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.4B to $2.2BJul 21, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.4B to $2.2BJul 21, 2021 to Mar 31, 2022
- RAUM · $1.4B to $2.2BJul 21, 2021 to Mar 31, 2022
- Private funds · 6 to 8Mar 31, 2021 to Jul 21, 2021
Signals
10 dated events
- Bain Capital Partnership Strategies, Lp reported RAUM $1.7B, down 36% from $2.6B (2026-01-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Benjamin David Gross (Partner) appeared on Schedule A of Bain Capital Partnership Strategies, LpJun 28, 2024 · Control person joined · fact
- Daniel Alexander Hocherman (Partner & Co-Head, Partnership Strategies) appeared on Schedule A of Bain Capital Partnership Strategies, LpMar 31, 2023 · Control person joined · fact
- Nmn Joshua Bekenstein (Partner) no longer on Schedule A of Bain Capital Partnership Strategies, Lp (listed 2022-08-16, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Gerard Stephen Pagliuca (Partner) no longer on Schedule A of Bain Capital Partnership Strategies, Lp (listed 2022-08-16, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Bain Capital Partnership Strategies, Lp reported RAUM $2.2B, up 53% from $1.4B (2021-07-21 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Alan Michael Krupka (Partner) no longer on Schedule A of Bain Capital Partnership Strategies, Lp (listed 2021-07-21, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- William Steven Barnes (Partner) no longer on Schedule A of Bain Capital Partnership Strategies, Lp (listed 2020-06-02, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Bain Capital Partnership Strategies, Lp reported RAUM $1.3B, up 125% from $574.5M (2019-08-28 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Bain Capital Partnership Strategies, Lp filed its initial SEC registration (Form ADV)Jun 19, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Bain Capital Partnership Strategies, LP · Venture Capitalshared crd · organization
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