9AT: BAIN CAPITAL PARTNERSHIP STRATEGIES, LP

other names

BAIN CAPITAL PARTNERSHIP STRATEGIES, LP

Adviser Profile

As of Date	03/31/2026
ADV Location	BOSTON, MA, United States
Adviser Type - Large advisory firm
Number of Employees	17 -47%
of those in investment advisory functions	2 -85%
Registration	SEC, Approved, 07/19/2018

AUM^*	1,652,170,000 -37%
of that, discretionary	1,652,170,000 -38%
Private Fund GAV^*	1,520,669,000 -39%
Avg Account Size	236,024,286 -37%
SMA’s	No
Private Funds	12
Contact Info	617 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name EISNERAMPER LLP	Filing Date10/27/2025	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 Date10/30/2023	Form ADV-E View Report

Fund Type	Count	GAV
Fund TypeHedge Fund	Count11	GAV$1,652,170,000
Fund TypeOther Private Fund	Count1	GAV$

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ALATUS CAPITAL LLC	Hedge Fund2.0b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.4b	#Funds7
Adviser INVENOMIC CAPITAL MANAGEMENT LP	Hedge Fund547.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV547.7m	AUM3.4b	#Funds4
Adviser WILLOW TREE CREDIT PARTNERS LP	Hedge Fund1.7b	Liquidity Fund-	Private Equity Fund90.5m	Real Estate Fund-	Securitized Asset Fund883.7m	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.7b	AUM2.8b	#Funds20
Adviser PARSIFAL CAPITAL MANAGEMENT, LP	Hedge Fund1.2b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.7b	#Funds4
Adviser VOYAGER GLOBAL MANAGEMENT LP	Hedge Fund4.3b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.3b	AUM4.3b	#Funds3
Adviser ALPSTONE CAPITAL (SUISSE) S.A.	Hedge Fund199.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV199.0m	AUM199.0m	#Funds3
Adviser NEWSOUTH CAPITAL MANAGEMENT INC	Hedge Fund105.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV105.3m	AUM2.2b	#Funds1
Adviser ZAZOVE ASSOCIATES LLC	Hedge Fund269.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV269.4m	AUM2.0b	#Funds9
Adviser WEATHERBIE CAPITAL, LLC	Hedge Fund171.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV171.3m	AUM1.3b	#Funds2
Adviser WELLESLEY ASSET MANAGEMENT, INC.	Hedge Fund137.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV137.7m	AUM2.0b	#Funds1

Brochure Summary

Overview

Bain Capital Partnership Strategies, LP (the “Adviser”), a Delaware limited partnership wholly owned by Bain Capital, LP (“Bain Capital”) provides investment advisory services to pooled investment vehicles (the “Funds”) that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”), and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). As the investment adviser of the Funds, the Adviser, along with each Fund’s general partner (each, a “General Partner”), identifies investment opportunities for, and may participate in the acquisition, monitoring and disposition of investment opportunities of, each applicable Fund. The primary focus of the Adviser’s investment advisory activity is acting as a capital allocator focused on creating strategic partnerships with a diverse pool of third-party fund managers (each, an “Underlying Adviser”). The Adviser invests across assets classes but focuses principally on independent return “uncorrelated” investments. The Funds’ investments are made via a variety of structures including commingled funds, funds-of-one, separately managed accounts, co- investments, seed arrangements, direct

investments or other investments and strategies (such investments “Underlying Investments”). In addition, from time to time, the Adviser will offer advice to the Funds on investments in equities, fixed income products, derivative instruments or other asset classes. The Adviser provides investment advisory services to each Fund pursuant to separate investment and advisory agreements (each an “Advisory Agreement”). Investment advice is provided by the Adviser directly to each Fund, subject to the direction and control of the applicable General Partner of such Fund and not individually to limited partners in those Funds. Any restrictions on investing in certain types of investments are established by the General Partner of the applicable Fund and are set forth in the governing documents for each respective Fund. Once invested in a Fund, investors cannot impose restrictions on the types of securities in which such Fund may invest. The Adviser has been in business since 2018. As of December 31, 2023, the Adviser manages approximately $2,643,398,000 of client assets, all of which are managed on a discretionary1 basis.

BAIN CAPITAL PARTNERSHIP STRATEGIES, LP

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Brochure Summary

Overview