ADVENT CAPITAL LLC

ADVENT CAPITAL LLC of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 165348). Regulatory assets under management: $66.6M.

Registration

• CRD: 165348
• Type: Registered investment adviser
• Location: 915 HIGHLAND POINTE, SUITE 250, ROSEVILLE, CA, 95678
• Phone: 916-384-8060
• Latest filing: 2026-03-25
• Regulatory AUM: $66.6M
• Discretionary AUM: $66.6M
• Clients: 2
• Accounts: 168

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165348 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search