{ "crd_number": 174333, "slug": "advent-global-opportunities-management-llc-boston-ma-174333", "primary_business_name": "ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC", "legal_name": "ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2015-03-19", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 2015779403.0, "raum_discretionary": 2015779403.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 13, "advisory_employees": 8, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 0.0, "count": 1 }, "pooled_investment_vehicles": { "raum": 2015779403.0, "count": 4 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "MA" ], "websites": [ "https://ago.adventinternational.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174333", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/advent-global-opportunities-management-llc-boston-ma-174333", "display_name": "Advent Global Opportunities Management LLC", "summary": "Advent Global Opportunities Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Advent Global Opportunities Management LLC (CRD 174333): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Advent Global Opportunities Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Advent Global Opportunities Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Advent Global Opportunities Management LLC located?", "a": "Advent Global Opportunities Management LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Advent Global Opportunities Management LLC registered with the SEC or a state?", "a": "Advent Global Opportunities Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174333." }, { "q": "How much does Advent Global Opportunities Management LLC manage?", "a": "Advent Global Opportunities Management LLC reports $2,015,779,403 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Advent Global Opportunities Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Advent Global Opportunities Management LLC: Regulatory assets under management: $1,814,312,749 in the October 2021 data and $2,015,779,403 in the October 2026 data, up 11%. Total employees: 11 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Advent Global Opportunities Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); charitable organizations (1)." }, { "q": "Does Advent Global Opportunities Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174333" }, { "q": "What changed in Advent Global Opportunities Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1814312749.0, "total_employees": 11, "filing_date": "2021-05-03" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2357966629.0, "total_employees": 12, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1513723283.0, "total_employees": 12, "filing_date": "2023-07-19" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1841679227.0, "total_employees": 12, "filing_date": "2024-07-15" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2152905187.0, "total_employees": 11, "filing_date": "2025-04-01" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2015779403.0, "total_employees": 13, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 7 to 8." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Added an office in New York, NY.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/advent-global-opportunities-management-llc-boston-ma-174333.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 2015779403.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174333", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }