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ADVENT CAPITAL LLC
CRD 165348
915 HIGHLAND POINTE, SUITE 250, ROSEVILLE, CA, 95678, United States
Phone
916-384-8060
Fax
916-617-2557
Registration
— (—)
Source
State registered
Total AUM
$66.6M
Discretionary AUM
$66.6M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $47.9M |
| High net worth individuals | 11 | $18.7M |
All web addresses on file
Official SEC filing: View on IAPD