Investment adviser · CRD 174333

ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$2.02B
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$2,015,779,403100.0%
Charities1$00.0%
Filing source

Form ADV 2072429 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ADVENT GLOBAL OPPORTUNITIES MASTER LIMITED PARTNERSHIPHedge Fund · Last reported Mar 31, 2026$1.93BGross asset value

Feeder funds

Fund administrator HEDGESERV (CAYMAN) LTD. GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA MERRILL LYNCH BOSTON, Massachusetts, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BOSTON, Massachusetts, United States Related to adviser: No
Marketer ALTIS FINANCIAL SERVICES INC. SANTIAGO, Chile Related to adviser: No
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA MERRILL LYNCH
LEI B4TYDEB6GKMZO031MB27

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source
Fund ID
805-6176244569
Reported beneficial owners
165
Minimum commitment
$5M
Form D file number
021-238932
Form D file number
021-238933
Form D file number
021-238934
Form D file number
021-283261
Form D file number
021-283262

Form ADV 2072429 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHC CROSSOVER SPV LPPrivate Equity Fund · Last reported Mar 31, 2026$35.4MGross asset value

Form D fundraising filings

SHC Crossover SPV LP

Fund administrator HEDGESERV (CAYMAN) LTD. GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA MERRILL LYNCH BOSTON, Massachusetts, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA MERRILL LYNCH
LEI B4TYDEB6GKMZO031MB27

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-3684007936
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-381676

Form ADV 2072429 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ADVENT GLOBAL OPPORTUNITIES TAX OPTIMIZED FUND LPHedge Fund · Last reported Mar 31, 2026$28.7MGross asset value

Form D fundraising filings

Advent Global Opportunities Tax Optimized Fund LP

Fund administrator HEDGESERV (CAYMAN) LTD. GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA MERRILL LYNCH BOSTON, Massachusetts, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA MERRILL LYNCH
LEI B4TYDEB6GKMZO031MB27

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source
Fund ID
805-7280634696
Reported beneficial owners
33
Minimum commitment
$500K
Form D file number
021-539204

Form ADV 2072429 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AGO CROSSOVER SPV II LPPrivate Equity Fund · Last reported Mar 31, 2026$20.1MGross asset value

Form D fundraising filings

AGO Crossover SPV II LP

Fund administrator HEDGESERV (CAYMAN) LTD. GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA MERRILL LYNCH BOSTON, Massachusetts, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA MERRILL LYNCH
LEI B4TYDEB6GKMZO031MB27

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-3917041264
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-529463

Form ADV 2072429 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUNLEY HOUSE CREDIT OPPORTUNITIES FUND LIMITED PARTNERSHIPPrivate Equity Fund · Last reported May 3, 2021$250MGross asset value

Form D fundraising filings

Sunley House Credit Opportunities Fund Limited Partnership

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-4445541095
Reported beneficial owners
9
Minimum commitment
$0
Form D file number
021-377802

Form ADV 1536122 · May 3, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

800 BOYLSTON STREET, SUITE 3300
BOSTON, MA, 02199, United States

CRD 174333

Filing source

Form ADV 2072429 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.