CVC ADVISORS (U.S.) INC.

RIASEC RegisteredEst. 2015
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. functions as an institutional-focused adviser that concentrates on managing pooled investment vehicles and commodity-related strategies. The firm is registered with the SEC (since 2015) and operates primarily as a portfolio manager for pooled vehicles while also holding CPO/CTA activity, which points to hands-on involvement in commodity pools and managed-commodity strategies. Its client base is institutional, and its commercial structure includes affiliations with broker-dealer activity and roles as sponsor, general partner or managing member of sponsored funds, indicating the firm both advises funds and plays an active sponsor/GP role in those vehicles. Investment activity favors private markets and natural-resources exposure, with allocation activity directed toward external managers for private equity, commodities and oil & gas. The firm identifies as an active ESG investor, so ESG considerations are incorporated into manager selection or asset-level due diligence. Fee arrangements are nonstandard (“other”), which is consistent with negotiated terms typical for large institutional clients and sponsored fund structures. Ownership is reported as involving a foreign entity and individual stakeholders, which often reflects a U.S. affiliate of an international private equity platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • HUWAIDA HASSAN

    Managing Director, Chief Compliance OfficerCRD 4991095

Contacts

3 of 5
  • RAJU HUSSAIN

    Managing DirectorCRD 6420231

  • CHRISTOPHER STADLER

    Managing PartnerCRD 1970390

  • LORNE SOMERVILLE

    Managing PartnerCRD 8031188

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth