Overview
Assets Under Management: $8.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
ADVENT CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113013), ADVENT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ADVENT CAPITAL MANAGEMENT, LLC is headquartered in NEW YORK, NY.
ADVENT CAPITAL MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, ADVENT CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ADVENT CAPITAL MANAGEMENT, LLC manages $8.3 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, ADVENT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 421
Discretionary Accounts: 421
Regulatory Filings
CRD Number: 113013
Filing ID: 1942515
Last Filing Date: 2025-03-26 16:57:00
Website: https://adventcap.com