ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC

RIASEC RegisteredEst. 2015
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$504M
Accounts
4
Employees
13
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
174333
Registered since
March 19, 2015
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • HAYLEY MCCARTHY

    Chief Compliance OfficerCRD 6022135

Contacts

2 of 2
  • JHALEH GHASSEMI

    Vice PresidentCRD 6891863

  • JORDAN KATZ

    PartnerCRD 5159131

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth