Advent Capital Management

New York, United States Founded: 1998 • Age: 28 yrs
Offers investment strategies with emphasis on capital preservation and returns through diverse approaches.
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About Advent Capital Management

Advent Capital Management is a company based in New York (United States) founded in 1998. It operates as a B2B. The company has 53 employees as of December 31, 2023. Advent Capital Management offers products and services including Balanced Convertibles, Defensive Convertibles, High Yield, Alternative Strategies, and Closed-End Fund. Advent Capital Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter New York, United States
  • Employees 53 as on 31 Dec, 2023
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Advent Capital Management Llc
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    53

    as on Dec 31, 2023

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Products & Services of Advent Capital Management

Advent Capital Management offers a comprehensive portfolio of products and services, including Balanced Convertibles, Defensive Convertibles, High Yield, Alternative Strategies, and Closed-End Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides long-term returns with focus on capital preservation and risk mitigation.

Offers defensive approaches to generate stable, low-volatility investment outcomes.

Delivers high-yield opportunities through targeted investment selections.

Generates absolute returns with minimal correlation to traditional markets.

Provides attractive total returns via publicly traded fund options.

People of Advent Capital Management
Headcount 50-200
Employee Profiles 17
Employee Profiles
People
Larry Oxley Mba
Vice President High Yield & Convertibles
People
Billy Stewart
Director
People
Christopher Jennings
Global Technology Research Analyst
People
Steven Schweitzer
Managing Director / High Yield Portfolio Manager

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Funding Insights of Advent Capital Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Advent Capital Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Advent Capital Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Advent Capital Management Comparisons

Employees
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Competitors of Advent Capital Management

Advent Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Advent Capital Management

Frequently Asked Questions about Advent Capital Management

When was Advent Capital Management founded?

Advent Capital Management was founded in 1998.

Where is Advent Capital Management located?

Advent Capital Management is headquartered in New York, United States. It is registered at New York, New York, United States.

How many employees does Advent Capital Management have?

As of Dec 31, 2023, the latest employee count at Advent Capital Management is 53.

What does Advent Capital Management do?

Advent Capital Management, LLC is a registered investment advisor that delivers investment strategies emphasizing long-term returns and risk mitigation. They use a differentiated philosophy and process for traditional and alternative strategies, including balanced convertibles and closed-end funds. Based in New York and London, they serve clients by incorporating ESG criteria and seeking uncorrelated returns with minimal volatility.

Who are the top competitors of Advent Capital Management?

Advent Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Advent Capital Management offer?

Advent Capital Management offers Balanced Convertibles, Defensive Convertibles, High Yield, Alternative Strategies, and Closed-End Fund.

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