ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 174333
- Registered since
- March 19, 2015
- Website
- www.adventinternational.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Advent Global Opportunities Management LLC is a boutique institutional manager that operates as a hedge fund and private equity sponsor with active commodity and energy exposure. The firm serves a small set of institutional clients through pooled investment vehicles and direct fund structures, charging both a percentage-of-AUM fee and performance-based fees. Its regulatory posture and business activities indicate it functions as a CPO/CTA and as a sponsor/GP or managing member for its pooled funds, so portfolio construction is driven by manager-led, vehicle-centric strategies rather than a broad retail platform. Investment activity centers on hedge fund-style strategies while maintaining a private equity sleeve. The firm allocates capital to third-party alternatives as part of its program, with explicit exposure to private equity, commodities and oil & gas. Its advisory scope is focused on portfolio management for pooled vehicles and for business or institutional balance sheets rather than individual wealth management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1HAYLEY MCCARTHY
Chief Compliance OfficerCRD 6022135
Contacts
2 of 2JHALEH GHASSEMI
Vice PresidentCRD 6891863
JORDAN KATZ
PartnerCRD 5159131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 800 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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