SEC-Registered Investment Adviser
Cv Advisors LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 23, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- August 13, 2012
- Principal office
- 19495 Biscayne Boulevard, Suite Ph1, Aventura, FL 33180
- Organized as
- Limited Liability Company, FL
- Fiscal year end
- December
- Website
- www.cv-advisors.com
Scale
- Regulatory AUM
- $15.1B
- Discretionary / non-discretionary
- $1.8B / $13.3B
- Attributable to non-US clients
- $10.4B
- Accounts
- 5,953
- Clients
- 0
- Employees
- 82, 23 in advisory roles
- Private funds advised
- 14
- Private fund gross assets
- $295.0M
- Fund types
- 14 private equity funds
- Funds with Form D records
- 14 issuers in AltStreet's ledger, $191.4M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- high net worth individuals (145); banking or thrift institutions; pooled investment vehicles (14); charitable organizations; insurance companies; corporations or other businesses
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (April 23, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.