Benefit Street Partners Limited
- Regulatory AUM
- $22.6B
- Discretionary
- $22.1B
- Clients
- 42
- Avg AUM / client
- $538M
- Accounts
- 50
- Employees
- 164
AUM over time
Annual snapshots from Form ADV filings · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $462M | 2.04% |
| Pooled investment vehicles (non-investment companies) | 41 | $20.4B | 90.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.7B | 7.71% |
Private funds (36)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $17.0B combined gross assets
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Algar, James, Ronald | Chief Compliance Officer, Executive Committee | Feb 2009 (18y) | Less than 5% | |
| Ford, David, Ian | Non Executive Director | Sep 2019 (7y) | Less than 5% | |
| Bradkin, Brandon, Freeman Randolph | Executive Chairman | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alcentra Asset Management Limited | Shareholder | Jan 2006 | A | 75% or more |
| Bny Alcentra Group Holdings Inc | Shareholder | Jan 2006 | B | ≈ 42.19% – 100% via Alcentra Investments Limited |
| Alcentra Investments Limited | Shareholder | Nov 2015 | B | ≈ 56.25% – 100% via Alcentra Asset Management Limited |
| Franklin Resources Inc. | Shareholder | Nov 2022 | B | ≈ 31.64% – 100% via Bny Alcentra Group Holdings Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bny Alcentra Group Holdings Inc: 75% – 100% of Alcentra Investments Limited × 75% – 100% of Alcentra Asset Management Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Alcentra Investments Limited: 75% – 100% of Alcentra Asset Management Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Franklin Resources Inc.: 75% – 100% of Bny Alcentra Group Holdings Inc × 75% – 100% of Alcentra Investments Limited × 75% – 100% of Alcentra Asset Management Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (36, $17.0B gross assets)
Top 25 of 36 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 8.71 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $746M (3% of AUM) May 2026
- J.P. Morgan $735M (3% of AUM) May 2026
- Mitsubishi Ufj Investor Services & Banking (Luxembourg) S.A. $263M (1% of AUM) May 2026
- Bil $9.8M (0% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗