BENEFIT STREET PARTNERS LIMITED

C29
CRD 160617·SEC 801-74223
AUM
$22.61B
$1B+
Est. Revenue
$226.1M
@ 1% on AUM
Est. EBITDA
$67.8M
@ 30% margin
Est. Deal Value
$542.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENEFIT STREET PARTNERS LIMITED
CRD
160617
SEC file #
801-74223
EIN
000000000
DBA names

Economics

AUM
$22.61B
AUM band
$1B+
AUM trajectory
'20'26
$16.41B → $22.61B▲ +38%
Client mix
Pooled Investment Vehicles41
Investment Companies1

Operations

Employees (total)
164
Advisory staff (per ADV)
45
Advisory staff (5-yr trend)
'20'26
45 advisors → 45 advisors▬ 0%
Primary office
Branches

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BSP ASSET MANAGEMENT LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
5
Control Persons
BSP ASSET MANAGEMENT LIMITED
BEVAN, CATHY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002125026
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-03-31
Edgar Last Filing Date
2026-03-31
Edgar Form D Count
1
Edgar Form D Offerings
2026-03-312026-03-31 · 0001012975-26-000285

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon83
State Street4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
BNP PARIBAS HOUSEST JULIAN'S AVENUEST PETER PORT, GY1 1WAGuernsey
Business
BNP PARIBAS HOUSEST JULIAN'S AVENUEST PETER PORT, GY1 1WAGuernsey
Edgar EIN
000000000
Edgar Recent Filings
D2026-03-31 · 0001012975-26-000285
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes