Cv Advisors LLC (Aventura)

Name: Cv Advisors LLC
Address: 19495 Biscayne Boulevard, Aventura, FL, 33180
Telephone: 305-358-5990

Cv Advisors LLC is a large advisory firm based in Aventura. It manages $5.81 billion of regulatory assets for 682 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.

Cv Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consolidated financial reporting. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cv Advisors: assets under management

The assets under management (AUM) of Cv Advisors LLC is $5.81 billion. The firm's AUM has grown by 199% since the beginning of its operation, and $4.47 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $529.52 million in discretionary accounts and $5.28 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.46 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.03 million.

Investments

The firm invests in investment grade corporate bonds the most. They account for 55% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 14% of the firm’s portfolio. Investments in exchange traded securities form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cv Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cv Advisors serves?

The only and largest group of clients of Cv Advisors is high net worth individuals with 78 clients and $5.54 billion of assets under management. Among the 9 most similar advisory firms, Cv Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $5.54 billion for 78 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 76% of the firm’s clients are foreign persons or businesses.

Cv Advisors doesn't advise any private funds.

Careers at Cv Advisors LLC

The company employs 43 people that are either part- or full-time employees. 28 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elliot Nmn Dornbusch	Managing member, ceo	1 Mar 2009	25% - 50%	6101409
Alexandre Nmn Mann	Managing member, cfo	1 Mar 2009	25% - 50%	6101413
Matthew Jordan Storm	Managing member, coo	1 Mar 2009	25% - 50%	2551999
Elliot Dornbusch	Ceo	1 Mar 2009	25% - 50%	6101409
Alexandre Mann	Cfo	1 Mar 2009	25% - 50%	6101413
Revati Roberts	Chief compliance officer	1 Jan 2015	Other	4472698
Roman Michael Frenkel	Chief compliance officer	1 Jan 2016	Other	4320990
Mary Catherine Johnston	Chief compliance officer	1 Aug 2016	Other	3238859

Based in Aventura

The principal office where Cv Advisors LLC performs its advisory services is located at 19495 Biscayne Boulevard, Aventura, FL 33180, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-358-5990 or by fax 305-675-8561. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at cv-advisors.com.