About Advent Capital Management
Advent Capital Management is a Financial Services company based in New York (United States) founded in 1998. It offers investment strategies with emphasis on capital preservation and returns through diverse approaches. It operates on a B2B model. The company has 53 employees. Advent Capital Management offers products and services including Balanced Convertibles, Defensive Convertibles, High Yield, Alternative Strategies, and Closed-End Fund. Its focus areas include Finance, Asset Management, Alternative Investments and Uncorrelated Returns. Its legal entity is ADVENT CAPITAL MANAGEMENT LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters New York, United States
- Employees 53
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website adventcap.com
- Social LinkedIn X
- Legal Name Advent Capital Management Llc
- Employee Count53
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.
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
17 people are tracked at Advent Capital Management (9 in leadership, 8 in team); the tracked headcount is 53.
| Name | Role | Group |
|---|---|---|
Tracy V. Maitland | President and Chief Investment Officer | Leadership |
Larry Oxley Mba | Vice President High Yield & Convertibles | Leadership |
Harini Chundu | Director, Portfolio Management | Leadership |
David Hulme | Managing Director | Leadership |
Billy Stewart | Director | Leadership |
John Carollo | Vice President | Leadership |
Tarun Vanjani | Director | Leadership |
Steven Schweitzer | Managing Director / High Yield Portfolio Manager | Leadership |
Neeta S. | Human Resources Director | Leadership |
Odell Lambroza | Senior Portfolio Manager | Team |
Marc Aylett | Portfolio Manager - High Yield | Team |
Pablo Avila | Trader | Team |
Christopher Jennings | Global Technology Research Analyst | Team |
Christina O. | Associate Portfolio Manager | Team |
Ian Mahoney | Trading | Team |
Tony Huang | Portfolio Manager | Team |
Oren Iunger | Research Analyst | Team |
Complete people profiles for Advent Capital Management
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Competitors of Advent Capital Management
Advent Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Advent Capital Management
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Web traffic of Advent Capital Management
Websites that share an audience with Advent Capital Management (adventcap.com).
Websites whose visitors overlap most with Advent Capital Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| chardan.com | 100% | 4.3K | View details | ||
| heliosinvestment.com | 93% | 34.9K | #846,391 | View details | |
| bluemountaincapital.com | 82% | View details | |||
| canyonpartners.com | 82% | 14.6K | #1,728,240 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Advent Capital Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Advent Capital Management
Advent Capital Management was founded in 1998.
Advent Capital Management is headquartered in New York, United States. It is registered at New York, New York, United States.
Advent Capital Management has 53 employees.
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.
Advent Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Advent Capital Management offers Balanced Convertibles, Defensive Convertibles, High Yield, Alternative Strategies, and Closed-End Fund.
Advent Capital Management operates through Advent Capital Management Llc.