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BAIN CAPITAL INSURANCE SOLUTIONS, LP

CRD 305575File 801-120410
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.39B
Top 25% of cohort (national)
Discretionary AUM
$5.39B
Clients
10
13 accounts
Employees
48
Top 25% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
BRO
Registration date
Mar 1, 2021
Principal office
200 CLARENDON STREET, BOSTON, MA, 02116
Phone
617-516-2318

Assets & accounts

ADV Item 5F
Total regulatory AUM
$5.39B
Discretionary AUM
$5.39B
Non-discretionary AUM
$0
Discretionary accounts
13
Non-discretionary accounts
0
Total accounts
13
AUM per client
$539.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles10$3.35B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — GENERAL PARTNER PROFITS ALLOCATION
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients1310decreased by3
Apr 1, 2026Employees3748increased by11
Apr 1, 2026Clients813increased by5
Apr 1, 2026AUM$3,001,571,260$5,393,224,591increased by$2,391,653,331
Apr 1, 2026Accounts813increased by5
May 1, 2025
vs Oct 1, 2022
Employees1637increased by21
May 1, 2025
vs Oct 1, 2022
Clients48increased by4
May 1, 2025
vs Oct 1, 2022
AUM$356,399,437$3,001,571,260increased by$2,645,171,823
May 1, 2025
vs Oct 1, 2022
Accounts48increased by4
Apr 1, 2022Employees10416decreased by88
Apr 1, 2022CustodyNoYes
Apr 1, 2022AUM$0$356,399,437increased by$356,399,437
Apr 1, 2022Accounts04increased by4
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BAIN CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.