other names
  • BAIN CAPITAL INSURANCE SOLUTIONS, LP
  • LANTERN ADVISORS, LP

Adviser Profile

As of Date 03/31/2025
ADV Location BOSTON, MA, United States
Adviser Type - Large advisory firm
Number of Employees 37 85%
of those in investment advisory functions 24 85%
Registration SEC, Approved, 03/01/2021
AUM* 3,001,571,260 62%
of that, discretionary 3,001,571,260 242%
Private Fund GAV* 1,737,390,963
Avg Account Size 375,196,408 71%
SMA’s No
Private Funds 11 6
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

877M 751M 626M 501M 376M 250M 125M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name EISNERAMPER LLP Filing Date10/28/2025 Form ADV-E View Report
Accounting Firm Name EDELSTEIN & COMPANY LLP Filing Date01/28/2025 Form ADV-E View Report
Accounting Firm Name EDELSTEIN & COMPANY, LLP Filing Date07/31/2023 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count11 GAV$1,737,390,963

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Brochure Summary