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

Bcpc Advisors, LP

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 327851SEC 801-128709websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Aug 9, 2023 · 10 filings
SEC status approved since Sep 8, 2023
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
682
272 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.7B as of Mar 31, 2026
Mar 28, 2024$224M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20240 then
Employees (5.A)682 as of Mar 31, 2026
Mar 28, 2024558 then
Private funds: no history
RAUM +133% over the last fiscal yearIARs 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
$1.7BderivedRAUM 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
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+133%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
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
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 · Partnercontrol
        since 07/2023 · owns less than 5%
      • Clark Carolyn Hastings · Partnercontrol
        since 07/2023 · owns less than 5%
      • Brooks Jeffrey Hawkins · Partnercontrol
        since 07/2023 · owns less than 5%
      • Ann Viva Hyatt · Partnercontrol
        since 07/2023 · owns less than 5%
      • Scott Jonathan Lavine · Partnercontrol
        since 07/2023 · owns less than 5%
      • Michael Jeffrey Robinson · Partnercontrol
        since 07/2023 · owns less than 5%
      • John Gregory Wipf · Partnercontrol
        since 07/2023 · owns less than 5%
      • Jay John Wright III · Partnercontrol
        since 07/2023 · owns less than 5%
      • Patrick John Connaughton · Partnercontrol
        since 12/1997 · owns F of Bain Capital Holdings, LP
      • Benjamin David Gross · Partnercontrol
        since 01/2008 · owns F of Bain Capital Holdings, LP
      • Scott Jonathan Lavine · Partnercontrol
        since 12/1997 · owns F of Bain Capital Holdings, LP
      • Dee Sally Fassler Dornaus · Partner & Group Chief Financial Officer, Capital Markets
        since 07/2023 · owns less than 5%
      • Stephen James Goldman · Chief Compliance Officer
        since 07/2023 · owns less than 5%
      • Nmn Rohan Kapoor · Head Of Operations And Data Management, Capital Markets
        since 07/2023 · owns less than 5%
      • Bennett Michael Treisman · Partner & General Counsel, Capital Markets
        since 07/2023 · owns less than 5%
      • Scott Andrew Viens · Partner & Head Of Risk And Process Management, Capital Markets
        since 07/2023 · owns less than 5%
      • Gardner Christopher Green · Partner
        since 09/2018 · owns F of Bain Capital Holdings, LP
      • De Courcy Michael Ward · Partner
        since 01/2005 · owns F of Bain Capital Holdings, LP
      • Franklin Scott Weisman · Partner
        since 01/2018 · owns F of Bain Capital Holdings, LP
      Entity owners
      • Bain Capital Credit, LP · Limited Partner
        direct · owns 25% to 50%
      • Bcpc Advisors (Gp), LLC · General Partner
        direct · owns less than 5%
      • Bain Capital (Gp), LLC · General Partner
        indirect · owns F of Bain Capital, LP
      • Bain Capital Credit (Gp), LLC · General Partner
        indirect · owns F of Bain Capital Credit, LP
      • Bain Capital Credit, LP · Member
        indirect · owns 75% or more of Bcpc Advisors (Gp), LLC
      • Bain Capital Credit, LP · Limited Partner
        indirect · owns 75% or more of Bcpc Holdings, LP
      • Bain Capital Holdings, LP · Limited Partner
        indirect · owns F of Bain Capital, LP
      • Bain Capital, LP · Limited Partner
        indirect · owns F of Bain Capital Credit, LP
      • Bcpc Holdings, LP · Limited Partner
        direct · owns 50% to 75%
      Related persons
      Schedule D 7.A
      • Asset Resurgence Mauritius Manager
        investment advisern
      • Bain Capital (Singapore) Pte. Ltd.
        investment advisern
      • Bain Capital (Uk) Limited
        investment advisern
      • Bain Capital Advisors (India) Pvt. Ltd.
        investment advisern
      • Bain Capital Asset Manager Mauritius
        investment 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, LLC
        pooled vehicle sponsorn
      • Bain Capital Credit Clo Advisors, LP
        investment adviserbanknRAUM $2.1B
      • Bain Capital Credit Dislocation Fund General Partner, LLC
        pooled 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, Sarl
        pooled vehicle sponsorn
      • Bain Capital Credit Managed Account (Ppf) General Partner, Llp
        pooled vehicle sponsorn
      • Bain Capital Credit Managed Account General Partner (Derp), LLC
        pooled vehicle sponsorn
      • Bain Capital Credit Managed Account General Partner (L), LLC
        pooled vehicle sponsorn
      • Bain Capital Credit Managed Account General Partner (Q), LLC
        pooled vehicle sponsorn
      • Bain Capital Credit Managed Account Investors (Blanco), LLC
        pooled vehicle sponsorn
      • Bain Capital Credit Managed Account Investors (Clo), L.P.
        pooled vehicle sponsorn
      • Bain Capital Credit Managed Account Investors (Cmac Fund 1), LLC
        pooled 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), LLC
        pooled 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, LLC
        pooled vehicle sponsorn
      Advisers that list Bcpc Advisors, 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
      • large related person networkStatic outlier · filing Mar 31, 2026
        related persons on Schedule D 7.A of 104.0 against a peer median of 7.0 (850 comparable advisers, 99.0th percentile, 21.8 robust deviations)
        peers: asset managers, $1B to $5B (850) · 99% percentile
      • RAUM up 50 %Change between filings · filing Mar 31, 2026
        RAUM (Item 5.F) moved from $747,727,000 to $1,739,531,991 (+133.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 96.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,368) · 96% percentile
      What changed
      consecutive filings, newest first
      • Advisory employees · 255 to 272
        Jan 21, 2026 to Mar 31, 2026
      • BD registered reps · 21 to 26
        Jan 21, 2026 to Mar 31, 2026
      • Employees · 633 to 682
        Jan 21, 2026 to Mar 31, 2026
      • Discretionary RAUM · $748M to $1.7B
        Jan 21, 2026 to Mar 31, 2026
      • RAUM · $748M to $1.7B
        Jan 21, 2026 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 31, 2025 to Jul 24, 2025
      • Advisory employees · 227 to 255
        Feb 19, 2025 to Mar 31, 2025
      • BD registered reps · 15 to 21
        Feb 19, 2025 to Mar 31, 2025
      • Employees · 558 to 633
        Feb 19, 2025 to Mar 31, 2025
      • Discretionary RAUM · $224M to $748M
        Feb 19, 2025 to Mar 31, 2025
      • RAUM · $224M to $748M
        Feb 19, 2025 to Mar 31, 2025
      • Accounts · 0 to 1
        Aug 9, 2023 to Mar 28, 2024
      • Advisory employees · 201 to 227
        Aug 9, 2023 to Mar 28, 2024
      • BD registered reps · 13 to 15
        Aug 9, 2023 to Mar 28, 2024
      • Employees · 521 to 558
        Aug 9, 2023 to Mar 28, 2024
      • Discretionary RAUM · $0 to $224M
        Aug 9, 2023 to Mar 28, 2024
      • RAUM · $0 to $224M
        Aug 9, 2023 to Mar 28, 2024
      Signals
      4 dated events
      • Bcpc Advisors, Lp reported RAUM $1.7B, up 133% from $747.7M (2026-01-21 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • Bcpc Advisors, Lp reported RAUM $747.7M, up 234% from $223.7M (2025-02-19 to 2025-03-31)
        Mar 31, 2025 · RAUM change · derived
      • Benjamin David Gross (Partner) appeared on Schedule A of Bcpc Advisors, Lp
        Jun 28, 2024 · Control person joined · fact
      • Bcpc Advisors, Lp filed its initial SEC registration (Form ADV)
        Aug 9, 2023 · 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 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