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.
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SEC-registered adviser
B••• C•••••• I•••••••• S••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jan 29, 2021 · 10 filings
SEC status approved since Mar 1, 2021
RAUM
$5.4B
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
48
32 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$5.4B as of Mar 31, 2026
Mar 31, 2022$356M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)48 as of Mar 31, 2026
Mar 31, 202216 then
Private funds4 as of Mar 31, 2026
Mar 31, 20222 then
RAUM +80% over the last fiscal year+83% 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
- $415MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +80%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 businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 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$3.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- 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=0.62 institutional_share=0.0 related_bd=true related_bank=true bd_reps=2.0derived
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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• C•••••• I•••••••• F•••• L••• | Private Equity Fund | $1.5B | 124 | Mar 31, 2022 |
| B••• C•••••• I•••••••• F••• A• L••• | Private Equity Fund | $121M | 27 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- L•••••• J•••••••• S•••• · Partnercontrolsince 01/2021 · owns less than 5%
- P•••••• M••••••• T•••••• · Partnercontrolsince 01/2021 · owns less than 5%
- G••••• D••••• B••••••• · Partnercontrolsince 01/2008 · owns F of B••• C•••••• H•••••••• L•
- F•••••• D••••••• S••••• D•• · Partner & Group Chief Financial Officer, Capital Marketssince 01/2021 · owns less than 5%
- G••••••• J••••• S•••••• · Chief Compliance Officersince 01/2021 · owns less than 5%
- H••••••• J••••••• B••••• · Partnersince 01/2021 · owns less than 5%
- P••••••• M••••••• J••••• · Chief Financial Officer, I••••••••since 01/2024 · owns less than 5%
- T•••••••• M••••••• B•••••• · Partner & G•••••• Counsel, Capital Marketssince 01/2021 · owns less than 5%
- V••••• A•••••• S•••• · Partner & Head Of Risk And Process Management, Capital Marketssince 01/2023 · owns less than 5%
- G••••• C••••••••• G•••••• · Partnersince 09/2018 · owns F of B••• C•••••• H•••••••• L•
- W••••••• S••••• F••••••• · Partnersince 01/2018 · owns F of B••• C•••••• H•••••••• L•
Entity owners
- B••• C•••••• I•••••••• S•••••••• •••• L•• · G•••••• Partnerdirect · owns less than 5%
- B••• C••••••• L• · L•••••• Partnerdirect · owns 75% or more
- B••• C•••••• •••• L•• · G•••••• Partnerindirect · owns F of B••• C••••••• L•
- B••• C•••••• H•••••••• L• · L•••••• Partnerindirect · owns 75% or more of B••• C••••••• L•
- B••• C••••••• L• · Memberindirect · owns 75% or more of B••• C•••••• I•••••••• S•••••••• •••• L••
Related persons
Schedule D 7.A
- A•••• R••••••••• M•••••••• M••••••investment advisern
- B••• C•••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• ••• L••••••investment advisern
- B••• C•••••• A••••••• •••••• P••• L•••investment advisern
- B••• C•••••• A•••• M•••••• M••••••••investment advisern
- B••• C•••••• C••••• ••••• L•••investment advisern
- B••• C•••••• C••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• C••••• C•• A•••••••• L•investment adviserbanknRAUM $2.1B
- B••• C•••••• C••••• U••• C•• M•••••• I•• L•investment adviserbankn
- B••• C•••••• C••••• U••• C•• M••••••• L••investment adviserbankn
- B••• C•••••• C•••••• L•investment adviserbanknRAUM $76B
- B••• C•••••• C•••••• L•••investment advisern
- B••• C•••••• C•••••• L•investment adviserbankn
- B••• C•••••• D••••••••• L••broker-dealern
- B••• C•••••• D••••• I•••••• L•investment adviserbankn
- B••• C•••••• I•••••••• F••• G•••••• P••••••• L••pooled vehicle sponsorn
- B••• C•••••• I••••••••• ••••••• L••••••investment advisern
- B••• C•••••• I••••••••• •••••••• L••••••investment advisern
- B••• C•••••• I••••••••• ••••••••• S•••••••investment advisern
- B••• C•••••• L••• S•••••••• L•investment adviserbankn
- B••• C•••••• P••••••••• S••••••••• L•investment adviserbanknRAUM $1.7B
- B••• C•••••• P•••••• E••••• ••••• L•••investment advisern
- B••• C•••••• P•••••• E••••• •••••••• L••investment advisern
- B••• C•••••• P•••••• E••••• ••••••• L••investment advisern
- B••• C•••••• P•••••• E•••••• L•investment adviserbanknRAUM $96B
- B••• C•••••• P••••• E•••••• L•investment adviserbanknRAUM $242M
- B••• C•••••• R••• E•••••• L•investment adviserbanknRAUM $10.0B
- B••• C•••••• T••• O••••••••• L•investment adviserbankn
- B••• C•••••• V•••••••• L•investment adviserbanknRAUM $9.8B
- B••• A•••••••• L•investment adviserbanknRAUM $1.7B
Advisers that list B••• C•••••• I•••••••• S••••••••• L• as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom2 employees
- New York, NY
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- p•••••• fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 4.0 (+100.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 98.0th percentile of changes)peers: ASSET_M••••••, $5B to $20B (487) · 98% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $3,001,571,260 to $5,393,224,591 (+80.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +13.0% (631 comparable advisers, 93.0th percentile of changes)peers: ASSET_M••••••, $5B to $20B (631) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 13Jan 21, 2026 to Mar 31, 2026
- Advisory employees · 24 to 32Jan 21, 2026 to Mar 31, 2026
- BD registered reps · 1 to 2Jan 21, 2026 to Mar 31, 2026
- Pooled vehicle clients · 7 to 10Jan 21, 2026 to Mar 31, 2026
- Employees · 37 to 48Jan 21, 2026 to Mar 31, 2026
- Private funds · 2 to 4Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $3.0B to $5.4BJan 21, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $2.4B to $3.4BJan 21, 2026 to Mar 31, 2026
- RAUM · $3.0B to $5.4BJan 21, 2026 to Mar 31, 2026
- Accounts · 4 to 8Jul 31, 2024 to Mar 31, 2025
- Advisory employees · 19 to 24Jul 31, 2024 to Mar 31, 2025
- Pooled vehicle clients · 4 to 7Jul 31, 2024 to Mar 31, 2025
- Employees · 30 to 37Jul 31, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.9B to $3.0BJul 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.9B to $2.4BJul 31, 2024 to Mar 31, 2025
- RAUM · $1.9B to $3.0BJul 31, 2024 to Mar 31, 2025
- Advisory employees · 13 to 19Mar 31, 2023 to Mar 28, 2024
- Employees · 20 to 30Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $877M to $1.9BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $877M to $1.9BMar 31, 2023 to Mar 28, 2024
- RAUM · $877M to $1.9BMar 31, 2023 to Mar 28, 2024
- Advisory employees · 11 to 13Oct 18, 2022 to Mar 31, 2023
- Employees · 16 to 20Oct 18, 2022 to Mar 31, 2023
- Other offices · 3 to 2Oct 18, 2022 to Mar 31, 2023
- Discretionary RAUM · $356M to $877MOct 18, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $356M to $877MOct 18, 2022 to Mar 31, 2023
- RAUM · $356M to $877MOct 18, 2022 to Mar 31, 2023
- Accounts · 0 to 4Jan 29, 2021 to Mar 31, 2022
- Advisory employees · 5 to 11Jan 29, 2021 to Mar 31, 2022
- Advisory activities · 2 to 4Jan 29, 2021 to Mar 31, 2022
- BD registered reps · 0 to 1Jan 29, 2021 to Mar 31, 2022
- Business name · L•••••• A•••••••• L• to B••• C•••••• I•••••••• S••••••••• L•Jan 29, 2021 to Mar 31, 2022
- Pooled vehicle clients · unset to 4.0Jan 29, 2021 to Mar 31, 2022
- Custody of client assets · false to trueJan 29, 2021 to Mar 31, 2022
- Employees · 104 to 16Jan 29, 2021 to Mar 31, 2022
- Legal name · L•••••• A•••••••• L• to B••• C•••••• I•••••••• S••••••••• L•Jan 29, 2021 to Mar 31, 2022
- Other offices · 1 to 3Jan 29, 2021 to Mar 31, 2022
- Private funds · unset to 2Jan 29, 2021 to Mar 31, 2022
- Discretionary RAUM · $0 to $356MJan 29, 2021 to Mar 31, 2022
Signals
6 dated events
- B••• C•••••• I•••••••• S••••••••• L• reported RAUM $5.4B, up 80% from $3.0B (2026-01-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- B••• C•••••• I•••••••• S••••••••• L• reported RAUM $3.0B, up 62% from $1.9B (2024-07-31 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Benjamin David Gross (Partner) appeared on Schedule A of B••• C•••••• I•••••••• S••••••••• L•Jul 31, 2024 · Control person joined · fact
- B••• C•••••• I•••••••• S••••••••• L• reported RAUM $1.9B, up 112% from $876.6M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- B••• C•••••• I•••••••• S••••••••• L• reported RAUM $876.6M, up 146% from $356.4M (2022-10-18 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- L•••••• A•••••••• L• filed its initial SEC registration (Form ADV)Jan 29, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• C•••••• I•••••••• S••••••••• L• · Independent Sponsorsshared crd · capital_provider
- B••• C•••••• I•••••••• S••••••••• L• · Private Equityshared crd · organization
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