BC PARTNERS ADVISORS L.P.

RIASEC RegisteredEst. 2017
Total AUM
$6.7B
Discretionary
$5.8B
87% of AUM
Avg account
$393M
Accounts
17
Employees
120
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
288495
Registered since
June 30, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles86.71%
  • Insurance Companies6.16%
  • Other Investment Advisers3.93%
  • Business Development Companies3.04%
  • Other0.16%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BC Partners Advisors L.P. operates as a limited partnership focused on private equity strategies and related investment management for institutional clients. The firm acts as an adviser to pooled vehicles and investment companies and also serves as a Commodity Pool Operator / Commodity Trading Adviser in its activities. Its business model combines management of private funds with active oversight of public equity positions, and the firm identifies itself as an active ESG investor. Fee arrangements are multi-layered — the firm uses percentage-of-AUM fees alongside fixed and performance-based structures, reflecting the mix of private fund economics and managed account relationships. BC Partners aligns with a set of industry roles beyond an adviser: it participates as a sponsor/GP in pooled vehicles and maintains affiliations with broker-dealer and insurance entities, which supports distribution and product structuring for its private funds and managed vehicles. Manager allocation interest runs to traditional private markets and credit strategies while maintaining concentrated public equity exposure. The client base skews institutional, and the firm structures offerings for investment companies, pooled investment vehicles and for business or institutional balance sheets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 88%, Cash & Cash Equivalents 9%, Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%88%
  • Other88%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities1%
  • State & Local Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • DAVID HELD

    Chief Compliance OfficerCRD 5765381

  • FAHIM AHMED

    Chief Operating Officer, MemberCRD 7453225

Contacts

3 of 3
  • RAYMOND SVIDER

    ChairmanCRD 1859801

  • EDWARD GOLDTHORPE

    PartnerCRD 3278806

  • HENRY WANG

    PartnerCRD 4210992

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
650 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth