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Absolute Return Capital, LLC (Boston)


Absolute Return Capital, LLC is a large advisory firm based in Boston. It manages $12.17 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008.

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Absolute Return Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Absolute Return Capital: assets under management

The assets under management (AUM) of Absolute Return Capital, LLC is $12.17 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1396% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.17 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.08 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Absolute Return Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 17 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joshua Bekenstein Managing director 1 Oct 1984 Other 5458226
Stephen Gerard Pagliuca Managing director 1 Sep 1989 Other 4344369
Mark Edward Nunnelly Managing director 1 Jan 1990 Other 5458252
Paul Bradford Edgerley Managing director 1 Jan 1991 Other 5458229
John Patrick Connaughton Managing director 1 Dec 1997 Other 4343603
Michael Alan Krupka Managing director 1 Dec 1997 Other 5125779
Jonathan Scott Lavine Managing director 1 Dec 1997 Other 1869945
Domenic Jay Ferrante Managing director 1 Dec 1997 Other 1859708
Dwight Macvicar Poler Managing director 1 Oct 1999 Other 1748689
Steven William Barnes Managing director 1 Jan 2001 Other 5458225
Andrew Brett Balson Managing director 1 Jan 2001 Other 1526671
William Edward Pappendick Iv Managing director 1 Jan 2002 Other 5458838
Michael De Courcy Ward Managing director and chief operating officer 1 Jan 2005 Other 5458255
Jeffrey Brooks Hawkins Managing director 1 Jan 2008 Other 5458588
Sean Michael Doherty Managing director, chief legal officer and chief administrative officer 1 Dec 2010 Other 5457249
Llc Bain Capital (Gp) General partner 1 Nov 2015 Other 47-5051499
Lp Bain Capital Holdings Limited partner 1 Nov 2015 Other 04-3511291

Based in Boston

The principal office where Absolute Return Capital, LLC performs its advisory services is located at John Hancock Tower, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-516-2318 or by fax 617-516-2289. The normal business hours are 7:30am-8:00pm on Monday - Friday. You can find more information about the New York firm at absolutereturninvestor.com.


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