Bcsf Advisors, LP
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
FINTRXOverview
Bcsf Advisors, LP is a limited partnership registered with the SEC in 2016 and classified as an institutional RIA. The firm primarily serves institutional clients and combines asset-based and performance-based fee arrangements. Its regulatory and business footprint includes activity as a CPO/CTA and as an adviser that provides portfolio management for investment companies. Corporate affiliations listed in the source material include relationships with broker-dealers, other investment advisers, an insurance company, and roles as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not described as an active ESG investor and is not indicated to operate as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Paul Kelly
Chief Operating OfficerCRD 2467161
Caroline Hooper
Chief Compliance OfficerCRD 8209370
Contacts
3 of 9
Jeffrey Hawkins
PartnerCRD 5458588

Andrew Viens
PartnerCRD 5458589

Michael Ewald
PartnerCRD 6472655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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