BC Partners Pe L.P.

RIASEC RegisteredEst. 2024
Total AUM
$31.1B
Discretionary
$0
0% of AUM
Avg account
$7.8B
Accounts
4
Employees
50
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
333698
Registered since
November 18, 2024
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BC Partners Pe L.P. operates as a limited partnership registered with the SEC in 2024 and is organized as an institutional registered investment adviser. The firm serves institutional clients and appears structured to manage pooled investment vehicles: its reported advisory activity is portfolio management for pooled vehicles, and its business activities include acting as a CPO/CTA. The entity is also identified as a sponsor, general partner or managing member of pooled investment vehicles and maintains affiliations across broker-dealers, other investment advisers and insurance companies. Fee arrangements include percentage-of-assets, fixed fees and other fee types. The firm is flagged as an active ESG investor, which suggests ESG considerations are incorporated into its investment or manager-selection processes. The record indicates the firm does not operate as a capital allocator in the sense of a traditional discretionary wealth manager, and much of its exposure is reported as non-discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Andrew Devine

    Andrew Devine

    Chief Compliance OfficerCRD 6792617

  • Fahim Ahmed

    Fahim Ahmed

    Chief Operating Officer, MemberCRD 7453225

Contacts

1 of 1
  • Raymond Svider

    Raymond Svider

    ChairmanCRD 1859801

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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