|
|
Representative Clients
Advent has been providing trusted solutions to the world's leading financial services organizations since 1983. Advent serves thousands of clients from many different sectors of the financial services industry including asset managers, prime brokers, hedge funds, fund administrators, broker/dealers, family offices, wealth managers and private client services, and independent financial advisors. The list below is a representative sample of our wide variety of clients.
North America
|
|
AEW Capital Management, LP
|
|
|
|
Anchor Capital Advisors, Inc.
|
|
|
|
Asset Management Advisors
|
|
|
|
Avalon Advisors, LP
|
|
|
|
AWM Investment Co.
|
|
|
|
BB&T Asset Management, Inc.
|
|
|
|
Bill Few Financial Group
|
|
|
|
Blue Oak
|
|
|
|
Boston Advisors, LLC
|
|
|
|
Brown Capital Management, Inc.
|
|
|
|
Calendonian Global Fund Services
|
|
|
|
Connor, Clark & Lunn Investment Mgmt. Ltd.
|
|
|
|
Eastbourne Capital Management
|
|
|
|
Ferguson Wellman
|
|
|
|
Fischer Francis, Trees & Watts
|
|
|
|
Freedom Capital Management, LLC
|
|
|
|
Harris Bretall Sullivan & Smith, LLC
|
|
|
|
Informics
|
|
|
|
Jamison, Eaton & Wood
|
|
|
|
Kensington Investment Group
|
|
|
|
Kovitz Investment Group
|
|
|
|
Lee Munder Capital Group
|
|
|
|
Montag & Caldwell, Inc.
|
|
|
|
Navellier & Associates Inc.
|
|
|
|
Newgate Capital
|
|
|
|
NewSouth Capital Management, Inc.
|
|
|
|
North American Management Corporation
|
|
|
|
Oak Associates, Ltd.
|
|
|
|
Optimum Investment Advisors
|
|
|
|
Osborne Partners
|
|
|
|
R.M. Davis, Inc.
|
|
|
|
Reich & Tang Asset Management, LP
|
|
|
|
Rigel Capital Management
|
|
|
|
Sterling Capital Management
|
|
|
|
Strand
|
|
|
|
Thornburg Investment Management, Inc.
|
|
|
|
Tower Asset Management
|
|
|
|
Wasatch Advisors
|
|
|
|
Wisconsin Capital Management, LLC
|
|
|
Associated Financial Group, Inc.
|
|
|
|
Cadaret Grant & Company
|
|
|
|
D.A. Davidson & Company
|
|
|
|
J.A. Glynn & Company
|
|
|
|
Morgan Keegan
|
|
|
|
Pearson Financial Group
|
|
|
|
Southwest Securities, Inc.
|
|
|
|
U.S. Bancorp Piper Jaffray
|
|
|
|
William Blair & Company, LLC
|
|
|
Advent respects the wishes of all family offices to remain anonymous and will only provide references upon request.
|
|
|
|
Avalon Advisors, L.P.
|
|
|
|
Belfer Management, LLC
|
|
|
Caledonian Holdings Limited
|
|
|
|
Globeop Financial Services Limited
|
|
|
|
Kaufman, Rossin
|
|
|
|
PFPC
|
|
|
|
Rothstein Kass
|
|
|
|
U.S. Bancorp Fund Services
|
|
|
AQR Capital Management LLC
|
|
|
|
Ardsley Partners
|
|
|
|
Bedford Oak Partners
|
|
|
|
Blum Capital Partners, LP
|
|
|
|
Bowman Capital
|
|
|
|
Canyon Capital
|
|
|
|
Carlson Capital, LP
|
|
|
|
D.E. Shaw
|
|
|
|
Deephaven Capital
|
|
|
|
DKR Capital Partners, LP
|
|
|
|
Duquesne Capital
|
|
|
|
Eastbourne, LLC
|
|
|
|
EGM Capital
|
|
|
|
Exis Capital
|
|
|
|
Glenview Capital Management, LLC
|
|
|
|
HBK Investments
|
|
|
|
Indus Capital
|
|
|
|
Mariner Investments
|
|
|
|
Moore Capital
|
|
|
|
Optima Fund Management
|
|
|
|
Paloma Partners
|
|
|
|
SAC Capital Advisors, LLC
|
|
|
|
Standard Pacific Capital, LLC
|
|
|
|
UBS O'Connor
|
|
|
|
Watershed Asset Management
|
|
|
Alban Investment Management, LLC
|
|
|
|
Asset & Retirement Investment Associates, LLC
|
|
|
|
DeRoy & Devereaux Private Investment Council, Inc.
|
|
|
|
Felder & Company, LLC
|
|
|
|
Fenimore Asset Management
|
|
|
|
Garrison Capital Management, LLC
|
|
|
|
Inspire Capital Management, LLC
|
|
|
|
Karmikel Investments
|
|
|
|
New Harbor Investment Management, LLC
|
|
|
|
Patten and Patten, Inc
|
|
|
|
Plante & Moran Financial Advisors
|
|
|
|
Rayner Associates
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
Schroeder Capital Management, LLC
|
|
|
|
Stavis, Margolis Advisory Services, Inc.
|
|
|
|
Symmetry Capital
|
|
|
|
YQA Capital Management, LLC
|
|
|
Calyon Securities (USA) Inc.
|
|
|
|
Credit Suisse First Boston LLC
|
|
|
|
Deutsche Bank Securities
|
|
|
|
Goldman Sachs GSS
|
|
|
|
Jefferies & Co.
|
|
|
|
Lehman Brothers Prime Broker Services
|
|
|
|
Merrill Lynch MLSSD
|
|
|
Associated Bank
|
|
|
|
Bank of Illinois
|
|
|
|
Bank of New York
|
|
|
|
Beacon Trust
|
|
|
|
Brown Investment Advisory & Trust Company
|
|
|
|
First American Bank
|
|
|
|
Glenmede Trust Company
|
|
|
|
LaSalle Bank, N.A.
|
|
|
|
Midwest Trust Company
|
|
|
|
Nelson, Benson & Zellmer, Inc
|
|
|
|
Northern Trust Bank of Florida
|
|
|
|
Pacific Century Trust
|
|
|
|
Parsec
|
|
|
|
Sentinel Trust Company, LBA
|
|
|
|
Synovus Trust Company
|
|
|
|
United Nebraska Bank
|
|
|
|
Wells Capital Management Inc.
|
|
|
|
Whittier Trust Companies
|
Europe, Middle East, Africa
|
|
Adelphi Capital LLP
|
|
|
|
Aegon Hungary Fund Management Co, Hungary
|
|
|
|
Alena SA, Belgium
|
|
|
|
Allianz Dresdner Asset Management, Greece
|
|
|
|
Bedrock RealTime SA, Switzerland
|
|
|
|
Beltone Asset Management, Egypt
|
|
|
|
Cantara (Switzerland) SA, Switzerland
|
|
|
|
Catella Asset Management, Sweden
|
|
|
|
Charlemagne Capital, UK
|
|
|
|
Credo Capital PLC, UK
|
|
|
|
EFG Hermes, Egypt
|
|
|
|
FIM Asset Management, Finland
|
|
|
|
Fleming Asset Management Botswana (Pty) Ltd., Botswana
|
|
|
|
IVV Vermogensopbouw, Netherlands
|
|
|
|
Jyske Bank, Denmark
|
|
|
|
Kuwait Financial Centre S.A.K., Kuwait
|
|
|
|
Opstock Ltd, Finland
|
|
|
|
Optimix Vermogensbeheer BV, Netherlands
|
|
|
|
Pareto Forvaltning ASA, Norway
|
|
|
|
SEB Asset Management, Denmark
|
|
|
|
SEB Asset Management, Norway
|
|
|
|
SEB Asset Management, Sweden
|
|
|
|
Seven Investment Management, UK
|
|
|
|
Shuaa Capital PSC, United Arab Emirates
|
|
|
|
Statens Pensjonskasse, Norway
|
|
|
|
Strand Kapitalförvaltning AB, Sweden
|
|
|
|
TrustPartners, Netherlands
|
|
|
|
UBS Gestion S.A., Spain
|
|
|
|
WarrenWicklund Asset Management AS, Norway
|
|
|
|
Wealth Management Group, Bahrain
|
|
|
|
Wegelin Fondsleitung AG, Switzerland
|
|
|
|
Wijs & van Oostveen B.V., Netherlands
|
|
|
Bank of Bermuda, Ireland
|
|
|
|
Fortis Bank, Netherlands
|
|
|
|
PFPC International Ltd, Ireland
|
|
|
|
Quintillion, Ireland
|
|
|
Adelphi Capital LLP, UK
|
|
|
|
Aspect Capital Ltd, UK
|
|
|
|
Caprinco Gestion SA, Switzerland
|
|
|
|
GSA Capital Partners LLP, UK
|
|
|
|
Range Capital Partners LLP, UK
|
|
|
|
Spinnaker Capital Limited, UK
|
|
|
Rand Merchant Bank, South Africa
|
|
|
Ahli United Bank B.S.C., Bahrain
|
|
|
|
Alpha Bank, Greece
|
|
|
|
Bank Corluy Effectenbankiers NV, Belgium
|
|
|
|
Banque Bonhôte & Cie SA, Switzerland
|
|
|
|
Credit Europe Bank (Suisse) SA, Switzerland
|
|
|
|
HSBC Guyerzeller Bank AG, Switzerland
|
|
|
|
Lloyds TSB Offshore, UK
|
|
|
|
Oyens & Van Eeghen, Netherlands
|
|
|
|
Spa Nord Bank
|
|
|