Bcsf Advisors, LP (Boston)


Bcsf Advisors, LP is a large advisory firm based in Boston. It manages $3.1 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Bcsf Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bcsf Advisors: assets under management

The assets under management (AUM) of Bcsf Advisors, LP is $3.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 467% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bcsf 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.

What kind of clients Bcsf Advisors serves?

The firm provides services to investment companies and business development companies. The largest group of clients of Bcsf Advisors is business development companies with 1 clients and $1.79 billion of assets under management. Among the 8 most similar advisory firms, Bcsf Advisors has the highest percentage of business development companies out of all clients.


The amount of regulatory assets under management is $3.1 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Bcsf Advisors doesn't advise any private funds.

Careers at Bcsf Advisors, LP

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.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
James Fullerton Kellogg Managing director 1 Jan 2004 Other 2248970
Stuart Emlyn Davies Managing director 1 Jan 2005 Other 2024712
David Michael Mccarthy Managing director 1 Jan 2007 Other 6472664
Timothy Madison Barns Managing director 1 Jan 2007 Other 3110591
Jonathan Mark Desimone Managing director 1 Jan 2008 Other 6472651
Jeffrey Michael Robinson Managing director 1 Jan 2010 Other 6472673
Andrew Scott Viens Executive vice president of operations 1 Jan 2014 Other 5458589
John Jay Wright Iii Managing director 1 Jan 2014 Other 6838567
Christopher Michael Linneman Managing director 1 Jan 2015 Other 1429531
Sally Dee Fassler Dornaus Managing director and chief financial officer 1 Nov 2015 Other 5458587
Jeffrey Brooks Hawkins Managing director and chief operating officer 1 Nov 2015 Other 5458588
Ranesh Nmn Ramanathan Managing director and general counsel 1 Nov 2015 Other 5124080
Michael Alexander Ewald Managing director 1 Nov 2015 Other 6472655
James Stephen Athanasoulas Managing director 1 Nov 2015 Other 6591590
Lp Sankaty Advisors Limited partner 1 Dec 2015 75% - 100% 134852
Llc Bcsf Advisors (Gp) General partner 1 Dec 2015 Other 81-0970776
Lp Bain Capital Credit Limited partner 1 Dec 2015 75% - 100% 134852
Scott Franklin Weisman Global chief compliance officer and senior regulatory counsel 1 Jul 2016 Other 6683283
Viva Ann Hyatt Managing director 1 Jan 2017 Other 6754334
Carolyn Clark Hastings Managing director 1 Jan 2017 Other 4564257
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
James Goldman Chief compliance officer - bcsf advisors 1 Mar 2019 Other 6469099

Indirect Owners

The SEC currently registers 15 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
Lp Bain Capital Limited partner 1 Nov 2015 Other 04-3511291
Llc Bain Capital Credit (Gp) General partner 1 Nov 2015 Other 47-5035975
Llc Bain Capital (Gp) General partner 1 Nov 2015 Other 47-5051499
Lp Bain Capital Holdings Limited partner 1 Nov 2015 Other 04-3511291
Lp Bain Capital Member 1 Jan 2016 75% - 100% 04-3511291
Christopher Gardner Green Partner 1 Sep 2018 Other 7090186

Based in Boston

The principal office where Bcsf 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 - 8:00pm on Monday - Friday.