LP Profile

CV Advisors

Multi Family Office (MFO)Aventura, United StatesFounded 2009
$12.0B
Assets Under Management
Aventura
Headquarters
Investment Focus

About CV Advisors

CV Advisors is a multi-family office in Aventura, Florida, founded in 2009. Its business model is investment advisory for high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations, and other qualified entities. Advisory services include, among others, asset allocation analysis, instrument and security selection, performance reporting, and portfolio monitoring. The executive management team manages the firm's assets.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Travel Accommodations & TourismConcierge ServicesInvestment ManagementEquity/Mutual FundsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningETFsDebt Management High-Level SectorsTourism & HospitalityFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CV Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$15.1B
Total Clients
5,953
Filing Date
April 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is CV Advisors?

CV Advisors is a multi family office (mfo) based in Aventura, United States, managing approximately $12.0B in assets.

Where is CV Advisors headquartered?

CV Advisors is headquartered in Aventura, United States.

How much does CV Advisors manage?

CV Advisors manages approximately $12.0B in assets under management.

When was CV Advisors founded?

CV Advisors was founded in 2009.

What does CV Advisors invest in?

CV Advisors focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage.

How can I contact CV Advisors?

Verified contact details, key decision-makers, and investment preferences for CV Advisors are available on LPbacked. Create a free account to access them.