Bain Capital Credit Clo Advisors, LP (Boston)

Name: Bain Capital Credit Clo Advisors, LP
Address: 200 Clarendon Street, Boston, MA, 02116
Telephone: 617-516-2318

Bain Capital Credit Clo Advisors, LP is a large advisory firm based in Boston. It manages $2.13 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 Credit Clo Advisors 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 Credit Clo Advisors: assets under management

The assets under management (AUM) of Bain Capital Credit Clo Advisors, LP is $2.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 307% since the beginning of its operation, and $2.13 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $533.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bain Capital Credit Clo Advisors, LP for their services and products based on a percentage of assets under management and performance-based fees. 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 Stephanie Nagengast Walsh serves?

The only and largest group of clients of Stephanie Nagengast Walsh is pooled investment vehicles with 4 clients and $2.13 billion of assets under management. Among the 10 most similar advisory firms, Bain Capital Credit Clo Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.13 billion for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Bain Capital Credit Clo Advisors also advises several private funds. Namely, four securitized asset funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Bain Capital Credit Clo Advisors, LP

The company employs 350 people that are either part- or full-time employees. 41 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.

Stephanie Nagengast Walsh has been acting as President since 1 Jan 2015. Michael Bennett Treisman joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Jay Wright Iii	Managing director	1 Jan 2014	Other	6838567
Stephanie Nagengast Walsh	Director	1 Jan 2015	Other	4983914
Sally Dee Fassler Dornaus	Managing director and chief financial officer	1 Nov 2016	Other	5458587
Jeffrey Brooks Hawkins	Managing director and chief operating officer	1 Nov 2016	Other	5458588
Andrew Scott Viens	Executive vice president of operations	1 Nov 2016	Other	5458589
James Fullerton Kellogg	Managing director	1 Nov 2016	Other	2248970
Lp Bain Capital Credit	Limited partner	1 Nov 2016	75% - 100%	134852
Llc Bain Capital Credit Clo Advisors (Gp)	General partner	1 Nov 2016	Other	81-4315682
Ranesh Nmn Ramanathan	Managing director and general counsel	1 Nov 2016	Other	5124080
Jonathan Scott Lavine	Managing director and chief investment officer	1 Nov 2016	Other	1869945
Stuart Emlyn Davies	Managing director	1 Nov 2016	Other	2024712
Jonathan Mark Desimone	Managing director	1 Nov 2016	Other	6472651
Michael Alexander Ewald	Managing director	1 Nov 2016	Other	6472655
David Michael Mccarthy	Managing director	1 Nov 2016	Other	6472664
Timothy Madison Barns	Managing director	1 Nov 2016	Other	3110591
Jeffrey Michael Robinson	Managing director	1 Nov 2016	Other	6472673
Christopher Michael Linneman	Managing director	1 Nov 2016	Other	1429531
Scott Franklin Weisman	Global chief compliance officer and senior regulatory counsel	1 Nov 2016	Other	6683283
Viva Ann Hyatt	Managing director	1 Jan 2017	Other	6754334
Scott Franklin Weisman	Managing director and global chief compliance officer	1 Jan 2018	Other	6683283
Stephanie Nagengast Walsh	Managing director	1 Jan 2018	Other	4983914
Michael Bennett Treisman	General counsel	1 May 2018	Other	5042660

Indirect Owners

The SEC currently registers 13 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 2016	Other	47-5051499
Lp Bain Capital Holdings	Limited partner	1 Nov 2016	Other	04-3511291
Lp Bain Capital	Limited partner	1 Nov 2016	Other	04-3511291
Llc Bain Capital Credit (Gp)	General partner	1 Nov 2016	Other	47-5035975

Based in Boston

The principal office where Bain Capital Credit Clo Advisors, 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 7:30 am - 8:00 pm on Monday - Friday. You can find more information about the New York firm at twitter.com/baincapital.