SourcingSourcing

BAIN CAPITAL INSURANCE SOLUTIONS, LP

C22
CRD 305575·SEC 801-120410·BOSTON, MA
AUM
$5.39B
$1B+
Est. Revenue
$53.9M
@ 1% on AUM
Est. EBITDA
$16.2M
@ 30% margin
Est. Deal Value
$129.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BAIN CAPITAL INSURANCE SOLUTIONS, LP
CRD
305575
SEC file #
801-120410
EIN
—
DBA names
—

Economics

AUM
$5.39B
AUM band
$1B+
AUM trajectory
'23'26
$356.4M → $5.39B▲ +1413%
Client mix
Pooled Investment Vehicles10
Other3

Operations

Employees (total)
48
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'22'26
5 advisors → 32 advisors▲ +540%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
x.com/baincapital

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BAIN CAPITAL, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
BAIN CAPITAL, LP
BAIN CAPITAL INSURANCE
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
fallback_guess:baininsurance.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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 Mellon4
E*trade4
U.s. Bank2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
HAWKINS, JEFFREY, BROOKS
Executive Officer · 2.5%
5458588
POPOLI, MATTHEW, THOMSON
Executive Officer · 2.5%
2633241
CANNAN, MATTHEW, ANSELM
Executive Officer · 2.5%
5160972
GOLDMAN, JAMES, STEPHEN
Executive Officer · 2.5%
6469099
Hanco, Carlos, Hugo
Executive Officer · 2.5%
8066534
MCINTOSH, RONALD, PAUL
Executive Officer · 2.5%
1785971
PORCARO, MATTHEW, JOSEPH
Executive Officer · 2.5%
5458925
VIENS, ANDREW, SCOTT
Executive Officer · 2.5%
5458589