The CV ADVISORS LLC is a privately held investment adviser that advises $15.08Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CV ADVISORS LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 69.34% over the last 5-years.
The Group has been registered with the SEC for 13.97 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 19495 BISCAYNE BOULEVARD SUITE PH1, AVENTURA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 82 employees comprised of 23 investment and 59 non-investment staff. The total number of Employees increased by 57.69% over the last 5-years.
Their $15.08Bn in assets advised are owned by 14 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $13.11Bn or 86.95% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $294.96mn or 1.96% of Total Assets.
The Group's top investment strategies include Traditional LBO and Fund of Funds, representing 95.29% and 4.71% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 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.
CV ADVISORS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.