COVISION ADVISORS LLC

RIASEC RegisteredEst. 2017

Total AUM

$708M

Discretionary

$708M

100% of AUM

Avg account

$88.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 285328
Registered since: March 9, 2017
Custodians: PERSHING LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles95.89%
Other4.11%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Covision Advisors LLC operates as a hedge-fund–style advisor focused on institutional clients and pooled vehicles. The firm acts as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management across individuals/small businesses, businesses or institutions, and pooled investment vehicles. It also serves as a sponsor, general partner/ managing member of pooled funds and performs selection of other advisers when deploying capital. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fee components. The firm does not identify as an ESG investor and concentrates its activity on strategies typical to hedge fund managers, including direct management of private funds and allocation to external alternative managers.