{ "crd_number": 288495, "slug": "bc-partners-advisors-l-p-new-york-ny-288495", "primary_business_name": "BC PARTNERS ADVISORS L.P.", "legal_name": "BC PARTNERS ADVISORS L.P.", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-06-30", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-09-29", "carried_forward": false, "raum_total": 6688932729.0, "raum_discretionary": 5813143751.0, "raum_non_discretionary": 875788978.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 120, "advisory_employees": 46, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 10729358.0, "count": 1, "description": "FAMILY OFFICE", "fewer_than_5": true }, "insurance_companies": { "raum": 412126471.0, "count": 5 }, "other_investment_advisers": { "raum": 262853836.0, "count": 1, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 5799663064.0, "count": 9 }, "business_development_companies": { "raum": 203560000.0, "count": 1 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://bcpartners.com", "https://linkedin.com/company/bc-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288495", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/bc-partners-advisors-l-p-new-york-ny-288495", "display_name": "BC Partners Advisors L.P.", "summary": "BC Partners Advisors L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.", "citation": "AdvisorCensus. BC Partners Advisors L.P. (CRD 288495): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is BC Partners Advisors L.P. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), BC Partners Advisors L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is BC Partners Advisors L.P. located?", "a": "BC Partners Advisors L.P.'s principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is BC Partners Advisors L.P. registered with the SEC or a state?", "a": "BC Partners Advisors L.P. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288495." }, { "q": "How much does BC Partners Advisors L.P. manage?", "a": "BC Partners Advisors L.P. reports $6,688,932,729 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (87% discretionary)." }, { "q": "How have BC Partners Advisors L.P.'s assets and staff changed since 2021?", "a": "In the Form ADV data for BC Partners Advisors L.P.: Regulatory assets under management: $11,852,461,503 in the October 2021 data and $6,688,932,729 in the October 2026 data, down 44%. Total employees: 76 in October 2021 and 120 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does BC Partners Advisors L.P. serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); insurance companies (5); business development companies (1)." }, { "q": "Does BC Partners Advisors L.P. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288495" }, { "q": "What changed in BC Partners Advisors L.P.'s recent Form ADV filings?", "a": "In the October 2026 filing data: Added an office in Austin, TX." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 11852461503.0, "total_employees": 76, "filing_date": "2021-07-15" }, { "period": "2022-10-01", "regulatory_assets_under_management": 16110304608.0, "total_employees": 80, "filing_date": "2022-04-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 25790938505.0, "total_employees": 85, "filing_date": "2023-09-05" }, { "period": "2024-10-01", "regulatory_assets_under_management": 25239051174.0, "total_employees": 106, "filing_date": "2024-06-11" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5512644462.0, "total_employees": 70, "filing_date": "2025-07-16" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6688932729.0, "total_employees": 120, "filing_date": "2026-09-29" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Added an office in Austin, TX." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 31 to 46.", "Regulatory assets under management went from $5,512,644,462 to $6,688,932,729 (+21%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bc-partners-advisors-l-p-new-york-ny-288495.md", "clients": [ { "type": "business_development_companies", "label": "Business development companies", "count": 1, "fewer_than_5": false, "raum": 203560000.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 5799663064.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 1, "fewer_than_5": true, "raum": 262853836.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 5, "fewer_than_5": false, "raum": 412126471.0 }, { "type": "other", "label": "Other", "count": 1, "fewer_than_5": true, "raum": 10729358.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288495", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }