Overview
Assets Under Management: $8.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 49
Average Client Assets: $3 million
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