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Adviser Profile

As of Date 07/31/2024
Adviser Type - Large advisory firm
Number of Employees 33 10.00%
of those in investment advisory functions 11
Registration SEC, Approved, 04/10/2008
AUM* 3,589,216,000 -13.26%
of that, discretionary 3,589,216,000 -13.26%
Private Fund GAV* 3,339,130,000 -40.63%
Avg Account Size 398,801,778 -13.26%
SMA’s No
Private Funds 7
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
8B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$3,314,932,000
Fund TypeOther Private Fund Count2 GAV$24,198,000

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Brochure Summary

Overview

Bain Capital Public Equity, LP (“Bain Capital Public Equity”), a Delaware limited partnership wholly owned by Bain Capital, LP (“Bain Capital”), provides investment advisory services to pooled investment vehicles that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”), including: Brookside Capital Partners Fund, L.P. (“Fund I”), Bain Capital Public Equity Global Partners Fund, L.P. (“BCGPF”), Bain Capital Public Equity Global Long Equity Fund, L.P., Bain Capital Public Equity Enduring Equity Fund, L.P., and certain co-investment pooled vehicles (collectively with the Trading Fund (defined below) the “Public Equity Funds”). In addition, Bain Capital Public Equity sub-advises an Undertakings for the Collective Investment in Transferrable Securities vehicle (“UCITs”).1 Bain Capital Public Equity also provides investment management services to clients in separately managed accounts (“Separate Account Clients”), which may be structured in various forms. The Public Equity Funds and Separate Account Clients are referred to collectively as “Public Equity Clients”. As the investment adviser of each Public Equity Client (along with, in the case of each Public Equity Fund, the general partner (“General Partner”) of such Public Equity Fund),2 Bain Capital Public Equity identifies investment opportunities, and participates in the acquisition, management, monitoring and disposition of investments, for each Public Equity Fund. The primary focus of Bain Capital Public Equity’s investment advisory activity is advising the Public Equity Clients about investments in securities of publicly traded companies that offer opportunities to realize substantial long-term appreciation. As applicable, Bain Capital Public Equity also advises Public Equity Clients on short sales involving public companies and private placements, including offering advice about investments in private companies and other transactions through private instruments. From time to time, Bain Capital Public Equity further may offer advice on investments in performing and distressed bank loans, high yield bonds, structured products, credit based securities, swap transactions (including single stock swaps, basket swaps, index swaps,
credit default swaps and contracts for differences), derivative instruments, options, commercial paper, currency hedging transactions, securities lending arrangements, repurchase agreements and other asset classes. The Public Equity Funds offer limited partnership interest (“Interest”) to qualified persons, who, upon admission to the Public Equity Funds, will become limited partners (“Limited Partners”). Bain Capital Public Equity provides investment advisory services to each of the Public Equity Funds and Brookside Capital Trading Fund, L.P. (the “Trading Fund”) pursuant to separate investment and advisory agreements (each, an “Advisory Agreement”). Investment advice is provided by Bain Capital Public Equity directly to the Public Equity Funds, subject to the direction and control of the General Partner of such Public Equity Fund and not individually to investors in the Public Equity Funds. The Trading Fund serves as a common investment vehicle for Fund I and BCGPF for global public securities. 1 As applicable, “Public Equity Funds” should be read to generally include the UCITs vehicle. 2 References to General Partner in relation to carried interest for purpose of this document include any Special Limited Partner for applicable Public Equity Funds. Any restrictions on investments in certain types of securities are established by the General Partner of the applicable Public Equity Fund and are set forth in the documentation received by each Limited Partner prior to investment in such Public Equity Fund. Bain Capital Public Equity provides investment management services to each Separate Account Client in accordance with the terms and conditions of the Advisory Agreement. The terms of these documents, including any restrictions on investments in certain types of securities, are generally established at the time of the formation of the applicable separate account and are the result of negotiations with the applicable Separate Account Client. The Advisory Agreement of the Separate Account Client may be changed by such Separate Account Client only to the extent permitted by the applicable Advisory Agreement. Bain Capital Public Equity has been in business since 1996. As of December 31, 2023, Bain Capital Public Equity manages approximately $3,589,216,000 of client assets, all of which is managed on a discretionary basis.