Advent International, L.P.

RIASEC RegisteredEst. 1987
Total AUM
$91.6B
Discretionary
$91.6B
100% of AUM
Avg account
$689M
Accounts
133
Employees
262
Advisory reps
7

Firm details

Headquarters
Boston, Massachusetts
CRD number
105673
Registered since
May 28, 1987
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Advent International, L.P. is organized as a limited partnership that operates primarily as a private equity fund manager serving institutional clients. The firm, SEC-registered since 1987, acts as sponsor and general partner for pooled investment vehicles and also performs CPO/CTA duties for certain products. Its advisory work is focused on portfolio management for pooled vehicles rather than on discretionary retail advisory. Advent uses a mix of fee arrangements — percentage of assets under management, fixed fees, and performance-based fees — and identifies itself as an active ESG investor. The firm is not positioned as an external capital allocator; its business model centers on raising and managing its own private funds.

Assets & Accounts

Public Holdings

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

2 of 2
  • Heather Zuzenak

    Heather Zuzenak

    Chief Compliance OfficerCRD 6060600

  • Susan Gentile

    Susan Gentile

    Managing Director and Chief Financial OfficerCRD 7017007

Contacts

3 of 5
  • James Brocklebank

    James Brocklebank

    Managing PartnerCRD 6436129

  • John Maldonado

    John Maldonado

    Managing PartnerCRD 7242018

  • Heather Miner

    Heather Miner

    Managing DirectorCRD 6386500

Unlock 2 more contacts

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