ADVENT CAPITAL MANAGEMENT LLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #3424 of mapped providers
Assets under administration$7.4B0.0%Market share · rank #1468
Fees received$764,660Median $132,551/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ADVENT CAPITAL MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where ADVENT CAPITAL MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 3 | $132,551 |
Competitor overlap
Percent of ADVENT CAPITAL MANAGEMENT LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ADVENT CAPITAL MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ADVENT CAPITAL MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLPNY · 132679447-102 | PRINCIPAL LIFE INSURANCE COMPANY | $54M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $595,017 | 10y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $132,551 | 7y | - |
BOARD OF TRUSTEES LOCAL 1298 PENSION FUNDNY · 111970385-001 | $479M | 3,227 | $37,092 | 10y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into ADVENT CAPITAL MANAGEMENT LLC.
- ADVENT CAPITAL MANAGEMENT
- ADVENT CAPITAL MANAGEMENT LLC
- ADVENT CAPITAL MANAGEMENT, LLC
- ADVENT INTERNATIONAL CORPORATION
- ADVENT INTERNATIONAL GPE VII-B L.P.
- ADVENT SYSTEMS, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ADVENT CAPITAL MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ADVENT CAPITAL MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent