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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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