SourcingSourcing

ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC

C38
CRD 174333·SEC 801-81173·BOSTON, MA
AUM
$2.02B
$1B+
Est. Revenue
$20.2M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$48.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC
CRD
174333
SEC file #
801-81173
EIN
042840139
DBA names
—

Economics

AUM
$2.02B
AUM band
$1B+
AUM trajectory
'20'26
$685.7M → $2.02B▲ +194%
Client mix
Pooled Investment Vehicles4
Charitable Organizations1

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
10 advisors → 8 advisors▼ -20%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ago.adventinternational.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADVENT INTERNATIONAL, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ADVENT INTERNATIONAL, L.P.
GHASSEMI, JHALEH, CHRISTINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
742
Form 5500 Total Compensation
4,374,757
Form 5500 Compensation Trajectory 3y
20254,374,757
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
Schedule C Total Compensation
4,374,757
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001034196
Edgar Registered
Yes
Edgar Filing Count
486
Edgar First Filing Date
1999-05-11
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
110
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001193125-26-227070
Edgar Former Names
ADVENT INTERNATIONAL CORP/MA

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs12
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
800 BOYLSTON STREET SUITE 3300BOSTON, MA 02199
Business
800 BOYLSTON STREET SUITE 3300BOSTON, MA 02199
Edgar EIN
042840139
Edgar Recent Filings
13F-HR2026-05-15 · 0001193125-26-227070
SCHEDULE 13G/A2026-05-14 · 0001140361-26-021314
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
105673
Trust Company Affiliate
Yes

People (4)

4
ADVENT INTERNATIONAL, L.P.
Direct Owner · 87.5%
105673
GHASSEMI, JHALEH, CHRISTINE
Executive Officer · 2.5%
6891863
KATZ, JORDAN, E
Executive Officer · 2.5%
5159131
MCCARTHY, HAYLEY, JODOIN
Executive Officer · 2.5%
6022135