DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Advent International, L.P.
Latest filing Aug 14, 2026
First filing on the tape Mar 29, 2012 · 30 filings
SEC status approved since May 28, 1987
RAUM
$92B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
262
103 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
133
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$92B as of Aug 14, 2026
Mar 29, 2012$22B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 14, 2026
Mar 29, 20120 then
Employees (5.A)262 as of Aug 14, 2026
Apr 1, 2013119 then
Private funds133 as of Aug 14, 2026
Mar 29, 2012132 then
RAUM +11% over the last fiscal year-0.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 14, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $689MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $78B, 133 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$92B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 133reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $78B for 133 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
200 reported on Schedule D 7.B.(1)
All funds of Advent International, L.P.
Owners and control persons
Schedule A and B, latest filing
- Gerald Arthur James Brocklebank · Executive Officers' Committee Membercontrolsince 01/2015 · owns less than 5%
- (Nmn) Jan Janshen · Executive Officers' Committee Membercontrolsince 04/2017 · owns less than 5%
- Leonard John Maldonado · Executive Officers' Committee Membercontrolsince 03/2020 · owns less than 5%
- Marks David Mussafer · Executive Officers' Committee Membercontrolsince 07/2002 · owns less than 5%
- Philippe Patrice Nogueira Baptista Etlin · Executive Officers' Committee Membercontrolsince 01/2015 · owns less than 5%
- Anne Susan Gentile · Chief Financial Officersince 10/2022 · owns less than 5%
- Kennedy Heather Miner · Chief Operating Officersince 01/2023 · owns less than 5%
- Mcgrady Amanda Morrison · Chief Legal Officersince 01/2023 · owns less than 5%
- Ross Heather Zuzenak · Chief Compliance Officersince 07/2013 · owns less than 5%
Entity owners
- Advent International Gp, LLC · General Partnerdirect · owns less than 5%
- Advent International Gp, LLC · General Partnerindirect · owns F of Aic Manager Holdings, L.P.
- Aic Manager Holdings, L.P. · Limited Partnerdirect · owns 75% or more
- Aic Parent, Inc. · Limited Partnerindirect · owns 75% or more of Aic Manager Holdings, L.P.
Related persons
Schedule D 7.A
- 20ftech Co-Investment Gp, LLCbankpooled vehicle sponsory
- 20tind Co-Investment Gp, LLCbankpooled vehicle sponsory
- 23lbfs Co-Investment Gp, LLCbankpooled vehicle sponsory
- 23prcl Co-Investment Gp, LLCbankpooled vehicle sponsory
- 23zrcl Co-Investment Gp, LLCbankpooled vehicle sponsory
- Advent Do Brasil Consultoria E Participac?Es Ltda.investment advisery
- Advent Global Opportunities Gp LLCbankpooled vehicle sponsory
- Advent Global Opportunities Gp LPbankpooled vehicle sponsory
- Advent Global Opportunities Management LLCinvestment adviserbankyRAUM $2.0B
- Advent Global Opportunities Management Ltd.investment advisery
- Advent Global Technology Gp Limited Partnershipbankpooled vehicle sponsory
- Advent Global Technology Gp S.A.R.L.bankpooled vehicle sponsory
- Advent Global Technology II Gp Limited Partnershipbankpooled vehicle sponsory
- Advent Global Technology II Gp S.A.R.L.bankpooled vehicle sponsory
- Advent Global Technology LLCbankpooled vehicle sponsory
- Advent India Pe Advisors Private Limitedinvestment advisery
- Advent International (Shanghai) Co. Ltdinvestment advisery
- Advent International Advisory, S.L.investment advisery
- Advent International Ap III, LLCpooled vehicle sponsory
- Advent International Colombia S.A.S.investment advisery
- Advent International Cyprus Limitedinvestment advisery
- Advent International Gmbhinvestment advisery
- Advent International Gpe Ix, LLCbanky
- Advent International Gpe Vi, LLCbankpooled vehicle sponsory
- Advent International Hong Kong Limitedinvestment advisery
- Advent International Lapef V Ad, LLCbankpooled vehicle sponsory
- Advent International Lapef Vi, LLCbankpooled vehicle sponsory
- Advent International LLCbankpooled vehicle sponsory
- Advent International Ltdinvestment advisery
- Advent International Luxembourg S.A R.L.investment advisery
Advisers that list Advent International, L.P. as a related person
- 174333 y
Offices
Schedule D 1.F, the 25 largest
- New York, NY21 employees
- Palo Alto, CA16 employees
- Luxembourg, Luxembourg4 employees
What changed
consecutive filings, newest first
- Accounts · 144 to 133Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 104 to 103Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 144 to 133Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $67B to $78BMar 31, 2025 to Mar 31, 2026
- Employees · 267 to 262Mar 31, 2025 to Mar 31, 2026
- Private funds · 144 to 133Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $83B to $92BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $83B to $92BMar 31, 2025 to Mar 31, 2026
- RAUM · $83B to $92BMar 31, 2025 to Mar 31, 2026
- Accounts · 143 to 144Jan 29, 2025 to Mar 31, 2025
- Advisory employees · 101 to 104Jan 29, 2025 to Mar 31, 2025
- Pooled vehicle clients · 143 to 144Jan 29, 2025 to Mar 31, 2025
- Assets in custody · $65B to $67BJan 29, 2025 to Mar 31, 2025
- Employees · 247 to 267Jan 29, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 29, 2025 to Mar 31, 2025
- Other offices · 3 to 2Jan 29, 2025 to Mar 31, 2025
- Private funds · 143 to 144Jan 29, 2025 to Mar 31, 2025
- Discretionary RAUM · $87B to $83BJan 29, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $87B to $83BJan 29, 2025 to Mar 31, 2025
- RAUM · $87B to $83BJan 29, 2025 to Mar 31, 2025
- Accounts · 182 to 143Jul 13, 2023 to Mar 30, 2024
- Advisory employees · 98 to 101Jul 13, 2023 to Mar 30, 2024
- Business name · ADVENT INTERNATIONAL CORPORATION to ADVENT INTERNATIONAL, L.P.Jul 13, 2023 to Mar 30, 2024
- Pooled vehicle clients · 182 to 143Jul 13, 2023 to Mar 30, 2024
- Assets in custody · $59B to $65BJul 13, 2023 to Mar 30, 2024
- Employees · 236 to 247Jul 13, 2023 to Mar 30, 2024
- Legal name · ADVENT INTERNATIONAL CORPORATION to ADVENT INTERNATIONAL, L.P.Jul 13, 2023 to Mar 30, 2024
- Private funds · 182 to 143Jul 13, 2023 to Mar 30, 2024
- Discretionary RAUM · $92B to $87BJul 13, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $92B to $87BJul 13, 2023 to Mar 30, 2024
- RAUM · $92B to $87BJul 13, 2023 to Mar 30, 2024
- Succession · true to falseJul 13, 2023 to Mar 30, 2024
- Organization form · Corporation to Limited PartnershipMar 31, 2023 to Jul 13, 2023
- Succession · false to trueMar 31, 2023 to Jul 13, 2023
- Accounts · 168 to 182Jan 3, 2023 to Mar 31, 2023
- Advisory employees · 94 to 98Jan 3, 2023 to Mar 31, 2023
- Pooled vehicle clients · 168 to 182Jan 3, 2023 to Mar 31, 2023
- Assets in custody · $72B to $59BJan 3, 2023 to Mar 31, 2023
- Employees · 213 to 236Jan 3, 2023 to Mar 31, 2023
- Private funds · 167 to 182Jan 3, 2023 to Mar 31, 2023
Signals
23 dated events
- Pablo Juan Zucchini (Shareholder) no longer on Schedule A of Advent International, L.P. (listed 2023-03-31, absent 2023-07-13)Jul 13, 2023 · Control person left · inference
- (Nmn) Ranjan Sen (Shareholder) no longer on Schedule A of Advent International, L.P. (listed 2023-03-31, absent 2023-07-13)Jul 13, 2023 · Control person left · inference
- Franz Ronald Ayles (Shareholder) no longer on Schedule A of Advent International, L.P. (listed 2023-03-31, absent 2023-07-13)Jul 13, 2023 · Control person left · inference
- (Nmn) Mark Hoffman (Director) no longer on Schedule A of Advent International, L.P. (listed 2023-03-31, absent 2023-07-13)Jul 13, 2023 · Control person left · inference
- Fessenden John Brooke (Director) no longer on Schedule A of Advent International, L.P. (listed 2023-03-31, absent 2023-07-13)Jul 13, 2023 · Control person left · inference
- Henry Thomas Lauer (Director) no longer on Schedule A of Advent International, L.P. (listed 2023-03-31, absent 2023-07-13)Jul 13, 2023 · Control person left · inference
- Advent International Corporation reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 13, 2023 · Succession (Item 4) · fact
- Pablo Juan Zucchini (Shareholder) appeared on Schedule A of Advent International, L.P.Mar 31, 2023 · Control person joined · fact
- Franz Ronald Ayles (Shareholder) appeared on Schedule A of Advent International, L.P.Mar 31, 2023 · Control person joined · fact
- (Nmn) Ranjan Sen (Shareholder) appeared on Schedule A of Advent International, L.P.Mar 31, 2023 · Control person joined · fact
- Henry Thomas Lauer (Director) appeared on Schedule A of Advent International, L.P.Jan 3, 2023 · Control person joined · fact
- Richard James Westra (Chief Legal Officer) no longer on Schedule A of Advent International, L.P. (listed 2022-10-04, absent 2023-01-03)Jan 3, 2023 · Control person left · inference
- Kennedy Heather Miner (Chief Operating Officer) appeared on Schedule A of Advent International, L.P.Jan 3, 2023 · Control person joined · fact
- Mcgrady Amanda Morrison (Chief Legal Officer) appeared on Schedule A of Advent International, L.P.Jan 3, 2023 · Control person joined · fact
- Marc Steven Tadler (Director) no longer on Schedule A of Advent International, L.P. (listed 2022-03-31, absent 2022-10-04)Oct 4, 2022 · Control person left · inference
- Haws Eileen Sivolella (Chief Financial Officer) no longer on Schedule A of Advent International, L.P. (listed 2022-03-31, absent 2022-10-04)Oct 4, 2022 · Control person left · inference
- Michael David Mckenna (Director) no longer on Schedule A of Advent International, L.P. (listed 2022-03-31, absent 2022-10-04)Oct 4, 2022 · Control person left · inference
- Anne Susan Gentile (Chief Financial Officer) appeared on Schedule A of Advent International, L.P.Oct 4, 2022 · Control person joined · fact
- Albert Peter Brooke (Chairman Emeritus) no longer on Schedule A of Advent International, L.P. (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Advent International, L.P. reported RAUM $76.2B, up 34% from $56.8B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Advent International, L.P. reported RAUM $56.8B, up 58% from $35.9B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Leonard John Maldonado (Executive Officers' Committee Member) appeared on Schedule A of Advent International, L.P.Mar 30, 2020 · Control person joined · fact
- Advent International, L.P. reported 3 offices beyond its principal office, down from 17 (2019-03-29 to 2020-03-30)Mar 30, 2020 · Office count change · derived
Across DFX
shared identifiers only, never a name match
- Advent International, L.P. · Independent Sponsorsshared crd · capital_provider
- Advent International, L.P. · Private Equityshared crd · organization
- Advent International, L.P. · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/advent-internationalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- adventtech.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-951-9400reportedpublic record, Form ADV, Aug 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026