Pharvision Advisers, LLC

RIASEC Registered
Total AUM
$513M
Discretionary
$513M
100% of AUM
Avg account
$85.5M
Accounts
6
Employees
2
Advisory reps
2

Firm details

Headquarters
Boca Raton, Florida
CRD number
311739
Registered since
February 12, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pharvision Advisers, LLC is a privately held limited liability company that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2021) and functions in capacities commonly associated with pooled-vehicle managers: it serves as a sponsor/GP and managing member and carries out portfolio management for pooled investment vehicles. Pharvision also performs duties consistent with a CPO/CTA. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is owned by an individual and does not position itself as an active ESG investor or as a multi-state adviser. Its client base is institutional, and its setup indicates the firm runs its own funds rather than acting primarily as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

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

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
10055 Yamato Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth