BAIN CAPITAL INSURANCE SOLUTIONS, LP

200 Clarendon Street
Boston, Massachusetts 02116
Tel: 617-516-2318

About BAIN CAPITAL INSURANCE SOLUTIONS, LP

BAIN CAPITAL INSURANCE SOLUTIONS, LP, formally registered with the SEC as BAIN CAPITAL INSURANCE SOLUTIONS, LP. The firm was established in 03/01/2021. They have over 3 offices throughout the country.

BAIN CAPITAL INSURANCE SOLUTIONS, LP is a Boston, Massachusetts based Financial Planning firm with nearly $1,855,576,477 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305575
SEC#	801-120410
Assets Managed by Firm	$1,855,576,477
No. of Clients	4
No. of Advisors	30

Fee Structure

A percentage of AUM
Performance Based
Other (GENERAL PARTNER PROFITS ALLOCATION)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (SUBADVISER TO INSURANCE DEDICATED FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$1,855,576,477

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