BCSF ADVISORS, LP

RIASEC RegisteredEst. 2016
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$1.2B
Accounts
3
Employees
682
Advisory reps
11

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
282092
Registered since
February 16, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies66.91%
  • Investment Companies33.09%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bcsf Advisors, LP is a limited partnership that operates as an institutional-focused investment manager with roles that include commodity pool operator/commodity trading advisor (CPO/CTA) and portfolio manager for registered investment companies. Registered with the SEC in 2016 and owned by a domestic individual entity, the firm’s business model centers on running pooled investment vehicles and managing investment-company mandates rather than serving a broad retail base. Industry affiliations tied to broker‑dealer activity, other investment advisers, insurance-company arrangements and sponsor/GP roles signal a multi‑functional operating model that combines portfolio management, fund sponsorship and trading execution. Investment activity leans toward strategies that are typical of CPO/CTA sponsors: systematic or discretionary trading using derivatives, futures and other instruments inside pooled structures. The firm charges both asset‑based fees and performance‑based fees, consistent with hedge‑style or alternative product wrappers. Bcsf Advisors, LP does not position itself as an ESG investor and is not structured as a capital allocator — it manages strategies and vehicles directly rather than primarily allocating to third‑party managers.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Caroline Hooper

    Chief Compliance OfficerCRD 8209370

  • PAUL KELLY

    Chief Operating OfficerCRD 2467161

Contacts

3 of 9
  • ANDREW VIENS

    PartnerCRD 5458589

  • JEFFREY HAWKINS

    PartnerCRD 5458588

  • GREGORY WIPF

    PartnerCRD 4202491

Unlock 6 more contacts

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth