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BAIN CAPITAL INSURANCE SOLUTIONS, LP

BOSTON, MA · CRD 305575 · IAPD ↗ · 617-516-2318

$5.39BRegulatory AUM
32Advisory reps
48Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — BAIN CAPITAL INSURANCE SOLUTIONS, LP reported RAUM up 80% ($3.00B -> $5.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2026 — BAIN CAPITAL INSURANCE SOLUTIONS, LP grew from 24 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — BAIN CAPITAL INSURANCE SOLUTIONS, LP reported RAUM up 62% ($1.86B -> $3.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — BAIN CAPITAL INSURANCE SOLUTIONS, LP grew from 19 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — BAIN CAPITAL INSURANCE SOLUTIONS, LP grew from 13 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — BAIN CAPITAL INSURANCE SOLUTIONS, LP crossed $1B in regulatory AUM ($876.6M -> $1.86B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.