Bain Capital Public Equity, LP (Boston)


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.

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