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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.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.