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.
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 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.
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.
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.
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.