The CAPVISOR ASSOCIATES is a privately held investment adviser that advises $633.15mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPVISOR ASSOCIATES is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 36.25% over the last 5-years.
The Group has been registered with the SEC for 16.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at P.O. BOX #1084, GAINESVILLE, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $633.15mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 21 other accounts. Assets of Insurance Companies clients own $610.53mn or 96.43% of Total Assets and High Net Worth Individuals own $22.62mn or 3.57% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Insurance Companies and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CAPVISOR ASSOCIATES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.