Cvc Advisors (U.S.) Inc. is a large advisory firm based in New York. It manages $9.29 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Massachusetts.
Cvc Advisors (U.S.) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cvc Advisors (U.S.) Inc. is $9.29 billion. $9.29 billion of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Cvc Advisors (U.S.) is pooled investment vehicles with 20 clients and $9.29 billion of assets under management. Among the 8 most similar advisory firms, Cvc Advisors (U.S.) has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $9.29 billion for 20 clients. 100% of the firm’s clients are foreign persons or businesses.
Cvc Advisors (U.S.) also advises several private funds.
The company employs 40 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cvc Advisors (U.S.) Inc. performs its advisory services is located at 712 Fifth Avenue, 43 Rd Floor, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-212-265-6222 or by fax 1-212-265-6375. The normal business hours are 09:00 - 17:00 on Monday - Friday. You can find more information about the New York firm at cvc.com.