CVC Advisors (U.S) Inc.

RIASEC Registered
Total AUM
$25.6B
Discretionary
$0
0% of AUM
Avg account
$1.3B
Accounts
20
Employees
70
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
174050
Registered since
July 10, 2015
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CVC Advisors (U.S.) Inc. is an institutional registered investment adviser that has been SEC-registered since 2015. The firm serves institutional clients and is owned by a combination of a foreign entity and individuals. Its reported business activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. The firm also lists affiliations with broker-dealers and with sponsors/GPs or managing members of pooled vehicles, and it reports being an active ESG investor. Fee arrangements are described as “other,” indicating nonstandard or customized billing structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth