Asset ManagerRIA · CRD 174333SEC-RegisteredPrivate Fund Adviser

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Advent Global Opportunities

Advent Global Opportunities is an SEC-registered investment adviser in Boston, MA, registered since 2015. The firm manages $2.0 billion in regulatory assets.

Advent Global Opportunities

Advent Global Opportunities is an SEC-registered investment adviser in Boston, MA, registered since 2015. The firm manages $2.0 billion in regulatory assets. It has 13 employees and 8 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Boston

Corporate office

Prudential Tower, 800 Boylston Street, Boston, MA 02199, United States

Additional offices

New York, NY · Palo Alto, CA · London, UK

Principals

Jordan Katz

Managing Director

Abhinav Sharman

Managing Director, London

Sector focus

Industrial TechEnterprise SoftwareFinTechDefence & GovTechHealthcare Services

Frequently asked questions

Who runs investment decisions at Advent Global Opportunities?

Managing Director Jordan Katz leads the strategy from Boston, supported by Managing Director Abhinav Sharman in London. Katz articulated the core philosophy in a published statement on the firm's website: "We take a private equity approach to public markets." The team includes Vice President Kahmil Shajihan and Senior Associate Tommy de la Hunty.

Is Advent Global Opportunities structured as a separate entity or part of Advent International?

AGO is an internal investment platform of Advent International, not a standalone firm. It operates as a global thematic portfolio under the Advent umbrella, using the parent company's intellectual capital, sector specialization, and global network. There is no indication it is a distinct registered entity; instead, it functions as one of Advent's three core fund strategies alongside the main buyout funds and Advent Tech.

Does Advent Global Opportunities invest in private companies or only public equities?

AGO invests in both public and select private companies. The strategy targets a concentrated portfolio of high-conviction positions with a multi-year investment horizon. The firm explicitly states it seeks high-quality assets with long-term structural tailwinds and durable competitive positions, regardless of whether the opportunity is listed.

What investment themes does AGO target?

Publicly disclosed themes include the aerospace aftermarket, technology-enabled disruption of Latin American banking, and enterprise observability software. The firm looks for sub-sectors where it can leverage Advent's deep in-house expertise to identify companies with pricing power and strengthening competitive positions.

How does AGO source deals differently from a traditional public-markets fund?

AGO uses Advent International's 310-plus investment professionals and 13-country office network to access management teams, conduct diligence, and track sectors. This private-equity sourcing model allows AGO to evaluate public companies with the same depth typically reserved for buyout targets, a capability Jordan Katz cites as the firm's primary advantage.

Does AGO co-invest alongside Advent's private equity buyout funds?

The firm does not publicly detail co-investment activity alongside Advent's GPE funds or Advent Tech. AGO's portfolio appears managed separately as a concentrated public-and-private strategy, though the thematic research is shared across the Advent ecosystem. Specific co-investor rights or parallel vehicle structures are not disclosed.

What is Advent Global Opportunities' AUM or deployment capacity?

AGO does not publish a standalone AUM figure. The parent entity, Advent International, managed $102B in total assets under management as of December 31, 2025 (per Advent, 2025). AGO's deployment bandwidth is not publicly disclosed, but the strategy benefits from Advent's substantial balance sheet and institutional co-investment vehicles.

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