Bain Capital Insurance Solutions, Lp
- Regulatory AUM
- $5.4B
- Discretionary
- $5.4B
- Clients
- 13
- Avg AUM / client
- $415M
- Accounts
- 13
- Employees
- 48
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $3.4B | 62.1% |
| Other | 3 | $2.0B | 37.9% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bain Capital Insurance Fund, L.P. master | Private Equity Fund | Delaware | $1.5B | 124 |
| Bain Capital Insurance Fund A, L.P. master | Private Equity Fund | Cayman Islands | $121M | 27 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gross, David, Benjamin | Partner | Jan 2008 (19y) | GP / trustee / elected manager of Bain Capital Holdings, Lp (indirect) | |
| Weisman, Scott, Franklin | Partner | Jan 2018 (9y) | GP / trustee / elected manager of Bain Capital Holdings, Lp (indirect) | |
| Green, Christopher, Gardner | Partner | Sep 2018 (8y) | GP / trustee / elected manager of Bain Capital Holdings, Lp (indirect) | |
| Fassler Dornaus, Sally, Dee | Partner & Group Chief Financial Officer, Capital Markets | Jan 2021 (6y) | Less than 5% | |
| Goldman, James, Stephen | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Hawkins, Jeffrey, Brooks | Partner | Jan 2021 (6y) | Less than 5% | |
| Lavine, Jonathan, Scott | Partner | Jan 2021 (6y) | Less than 5% | |
| Popoli, Matthew, Thomson | Partner | Jan 2021 (6y) | Less than 5% | |
| Treisman, Michael, Bennett | Partner & General Counsel, Capital Markets | Jan 2021 (6y) | Less than 5% | |
| Viens, Andrew, Scott | Partner & Head Of Risk And Process Management, Capital Markets | Jan 2023 (4y) | Less than 5% | |
| Porcaro, Matthew, Joseph | Chief Financial Officer, Insurance | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bain Capital, Lp | Limited Partner | Jan 2021 | A | 75% or more |
| Bain Capital Insurance Solutions (Gp), Llc | General Partner | Jan 2021 | A | Less than 5% |
| Bain Capital Holdings, Lp | Limited Partner | Jan 2021 | B | ≈ 56.25% – 100% via Bain Capital, Lp |
| Bain Capital, Lp | Member | Jan 2021 | B | ≈ 0% – 5% via Bain Capital Insurance Solutions (Gp), Llc |
| Bain Capital (Gp), Llc | General Partner | Jan 2021 | B | GP / trustee / elected manager of Bain Capital, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bain Capital Holdings, Lp: 75% – 100% of Bain Capital, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bain Capital, Lp: 75% – 100% of Bain Capital Insurance Solutions (Gp), Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bain Capital Insurance Fund, L.P. | Private Equity Fund | $1.5B | $5.0M | 124 |
| Bain Capital Insurance Fund A, L.P. | Private Equity Fund | $121M | $5.0M | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • GENERAL PARTNER PROFITS ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- U.S. Bank $2.0B (37% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗