ADVENT CAPITAL MANAGEMENT, LLC
NEW YORK, NY · CRD 113013 · IAPD ↗ · 212-482-1600
$8.82BRegulatory AUM
23Advisory reps
58Employees
0Clients
n/aPlanning clients
1Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status
Filing changes
74
April 2024 — ADVENT CAPITAL MANAGEMENT, LLC grew from 19 to 23 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.