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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.
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North America
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Asset Managers
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AEW Capital Management, LP
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Anchor Capital Advisors, Inc.
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Artisan Funds
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Asset Management Advisors
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Avalon Advisors, LP
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AWM Investment Co.
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BB&T Asset Management, Inc.
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Bill Few Financial Group
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Blue Oak
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Boston Advisors, LLC
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Brown Capital Management, Inc.
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Calendonian Global Fund Services
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Connor, Clark & Lunn Investment Mgmt. Ltd.
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Cortina Asset Management, LLC
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Ferguson Wellman
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Fifth Third Asset Management
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Freedom Capital Management, LLC
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Harris Bretall Sullivan & Smith, LLC
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Jamison, Eaton & Wood
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Kensington Investment Group
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Kovitz Investment Group
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Lee Munder Capital Group
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M.D. Sass Investors Services, Inc.
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McKinley Capital Management, LLC.
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Montag & Caldwell, Inc.
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Munder Capital Management
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Navellier & Associates Inc.
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New York Life Investment Management LLC
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Newgate Capital
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NewSouth Capital Management, Inc.
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North American Management Corporation
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Numeric Investors LLC
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Oak Associates, Ltd.
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Optimum Investment Advisors
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Osborne Partners
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PICTET
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R.M. Davis, Inc.
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Reich & Tang Asset Management, LP
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Sterling Capital Management
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Strand
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Thornburg Investment Management, Inc.
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TIAA CREF
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Tower Asset Management
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Vanguard
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Wasatch Advisors
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Wisconsin Capital Management, LLC
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Brokers/Dealers
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Associated Financial Group, Inc.
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Cadaret Grant & Company
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D.A. Davidson & Company
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Fidelity Investments
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J.A. Glynn & Company
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Morgan Keegan
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Pearson Financial Group
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Salomon Smith Barney
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Southwest Securities, Inc.
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U.S. Bancorp Piper Jaffray
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William Blair & Company, LLC
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Family Offices
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Avalon Advisors, L.P.
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Belfer Management, LLC
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Fund Administrators
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Admiral Administration Ltd.
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Butterfield Fulcrum Group
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Citigroup Alternative Investments LLC
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Dundee Leeds
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Globeop Financial Services Limited
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Goldman Sachs Fund Administration
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HSBC—The Bank of Bermuda Limited
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JPMorgan Hedge Fund Services
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LaCrosse Global Fund Services, LLC
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Maples Fund Services
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PNC Global Investment Servicing
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Trident Trust Company
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UBS Fund Services (Cayman) Ltd.
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Hedge Funds
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AQR Capital Management LLC
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Canyon Partners LLC
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Citigroup Alternative Investments LLC
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Duquesne Capital
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Indus Capital Partners LLC
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ING Global Investment Strategies LLC
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Moore Capital Management
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Paloma Partners
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Perella Weinberg Partners Capital Management LP
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Tennenbaum & Company
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UBS O'Connor
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Independent Financial Advisors
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Alban Investment Management, LLC
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Asset & Retirement Investment Associates, LLC
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DeRoy & Devereaux Private Investment Council, Inc.
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Felder & Company, LLC
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Fenimore Asset Management
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Garrison Capital Management, LLC
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Inspire Capital Management, LLC
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Karmikel Investments
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New Harbor Investment Management, LLC
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Patten and Patten, Inc
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Plante & Moran Financial Advisors
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Rayner Associates
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Ryan Investment Management, Inc.
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Schroeder Capital Management, LLC
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Stavis, Margolis Advisory Services, Inc.
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Symmetry Capital
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YQA Capital Management, LLC
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Prime Brokers
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Bank of America Securities
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Citigroup Global Markets
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Credit Suisse First Boston LLC
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Deutsche Bank Securities
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Goldman Sachs GSS
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Jeffries & Company, Inc
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JP Morgan Prime Services
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Merrill Lynch
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UBS, AG (Stamford Branch)
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Wealth Managers / PCS
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Associated Bank
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Bank of Illinois
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Bank of New York
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Beacon Trust
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Brown Investment Advisory & Trust Company
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First American Bank
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Glenmede Trust Company
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LaSalle Bank, N.A.
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Midwest Trust Company
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Nelson, Benson & Zellmer, Inc
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Northern Trust Bank of Florida
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Pacific Century Trust
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Parsec
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Sentinel Trust Company, LBA
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Synovus Trust Company
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Wells Capital Management Inc.
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Whittier Trust Companies
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Europe, Middle East, Africa
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Asset Managers
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Alena, Belgium
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Beltone Asset Management, Egypt
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BPI Suisse, Switzerland
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Caprinco Gestion, Switzerland
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Charlemagne Capital, United Kingdom
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Credo Capital, United Kingdom
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EFG Hermes, Egypt
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Egerton Capital, UK&Ireland
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Fidessa Asset Management, Luxembourg
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Fleming Asset Management, Botswana
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IBS Vermogensbeheer, Netherlands
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IVV Vermogensopbouw, Netherlands
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Jyske Bank, Denmark
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MainFirst Asset Management, Germany
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Neptune Investment Management, United Kingdom
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Optimix Vermogensbeheer, Netherlands
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Pareto Forvaltning, Norway
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SEB Asset Management, Denmark
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SEB Asset Management, Norway
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Statens Pensjonskasse, Norway
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Strand Kapitalförvaltning, Sweden
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Taaleritehdas, Finland
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TrustPartners, Netherlands
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UBS Gestion, Spain
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United Financial House, Saudi Arabia
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Veritas Asset Management, UK
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Wealth Management Group, Bahrain
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Wijs & van Oostveen, Netherlands
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Family Offices
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Diorasis Capital Management, Switzerland
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GlobalView Investments, Switzerland
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Fund Administrators
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Appleby Management (Mauritius) Ltd
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Bedrock RealTime SA
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Butterfield Fulcrum Group
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CACEIS (Bermuda) Limited
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Caledonian Global Fund Services, United Kingdom
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Fortis Fund Services, Netherlands
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Globeop Financial Services, United Kingdom
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HSBC Securities Services, Ireland
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JPMorgan Hedge Fund Services, United Kingdom
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LaCrosse Global Fund Services LLC
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Maples Fund Services
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OrangeField Trust (Netherlands) B.V.
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Pnc Global Investment Servicing Limited
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Quintillion, Ireland
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RBC Dexia Investor Services Bank, Luxembourg
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The Bank of Bermuda Limited
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Trident Trust Company, United Kingdom
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Vistra Fund Services, Luxembourg
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Hedge Funds
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Aspect Capital, United Kingdom & Ireland
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Brown Vanneck Partners LLP, UK
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Deutsche Securities (Proprietary) Limited
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FTC Capital GmbH
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Galena Asset Management Ltd
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GSA Capital Services Ltd
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IKOS Asset Management Limited, United Kingdom
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SISU Capital Ltd
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Spinnaker Capital Ltd
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Prime Brokers
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Citigroup Global Markets
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Credit Suisse Securities LLC
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Goldman Sachs Prime Brokerage, United Kingdom
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JP Morgan Prime Services, United Kingdom
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Rand Merchant Bank, South Africa
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Wealth Managers / PCS
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Alpha Bank, Greece
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Banque Bonhôte & Cie, Switzerland
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First Rand Group, South Africa
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First Wealth Management, Norway
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Oyens & Van Eeghen, Netherlands
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Sandnes Sparebank, Norway
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Wealth Management Partners, Netherlands
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