Bain Capital Public Equity, LP (Boston)

Name: Bain Capital Public Equity, LP
Address: 200 Clarendon Street, Boston, MA, 02116
Telephone: 617-516-2318

Bain Capital Public Equity, LP is a large advisory firm based in Boston. It manages $2.41 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Bain Capital Public Equity provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bain Capital Public Equity: assets under management

The assets under management (AUM) of Bain Capital Public Equity, LP is $2.41 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $601.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bain Capital Public Equity, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bain Capital Public Equity serves?

The only and largest group of clients of Bain Capital Public Equity is pooled investment vehicles with 4 clients and $2.41 billion of assets under management. Among the 8 most similar advisory firms, Bain Capital Public Equity has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.41 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.

Bain Capital Public Equity also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Bain Capital Public Equity, LP

The company employs 31 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Edward Pappendick Iv	Managing director	1 Jan 2002	Other	5458838
Dewey John Awad	Managing director	1 Jan 2004	Other	3272773
Peter William Riehl	Managing director	1 Jan 2005	Other	2793344
Anand More	Managing director	1 Jan 2006	Other	3139060
John M Toussaint	Managing director	1 Jan 2007	Other	5458846
Dennis Gerard Goldstein	Managing director	1 Jan 2007	Other	1748674
Greg Moore	Managing director	1 Jan 2012	Other	6419486
Marlene Ann Reynolds	Managing director and chief financial officer	1 Jan 2013	Other	5458857
Fernando Vigil	Managing director	1 Jan 2014	Other	6419491
Ranesh Ramanathan	Managing director and general counsel	1 Jan 2015	Other	5124080
Lp Bain Capital	Limited partner	1 Nov 2015	75% - 100%	04-3511291
Llc Bain Capital Public Equity (Gp)	General partner	1 Nov 2015	Other	47-5051918
Scott Franklin Weisman	Global chief compliance officer and senior regulatory counsel	1 Jul 2016	Other	6683283
Joshua Ross	Managing director	1 Sep 2016	Other	4940602
Sally Dee Fassler Dornaus	Managing director and chief financial officer	1 Jan 2017	Other	5458587
Ferat Ongoren	Managing director	1 Jan 2017	Other	2955936
Emily Raine Mccomb	Managing director	1 Jan 2017	Other	6766821
Scott Franklin Weisman	Managing director and global chief compliance officer	1 Jan 2018	Other	6683283
Michael Bennett Treisman	General counsel	1 May 2018	Other	5042660

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joshua Nmn Bekenstein	Partner	1 Oct 1984	Other	5458226
Stephen Gerard Pagliuca	Partner	1 Sep 1989	Other	4344369
John Patrick Connaughton	Partner	1 Dec 1997	Other	4343603
Michael Alan Krupka	Partner	1 Dec 1997	Other	5125779
Jonathan Scott Lavine	Partner	1 Dec 1997	Other	1869945
Dwight Macvicar Poler	Partner	1 Oct 1999	Other	1748689
Steven William Barnes	Partner	1 Jan 2001	Other	5458225
Michael De Courcy Ward	Partner	1 Jan 2005	Other	5458255
Sean Michael Doherty	Partner	1 Jan 2005	Other	5457249
Llc Bain Capital (Gp)	General partner	1 Nov 2015	Other	47-5051499
Lp Bain Capital Holdings	Limited partner	1 Nov 2015	75% - 100%	81-1074169

Based in Boston

The principal office where Bain Capital Public Equity, LP performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-516-2318 or by fax 617-516-2289. The normal business hours are 7:30am-8:00pm on Monday - Friday. You can find more information about the New York firm at baincapital.com/businesses/public-equity.