CV Advisors LLC

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CV Advisors LLC ✚
CRD #	164817
SEC #	801-77002
CIK #	0001872254
AUM	15.08 B (2026-04-23)
Employees	82 (28% Investors, 0% Brokers)
Phone	305-358-5990
Address	19495 Biscayne Boulevard Aventura, FL 33180
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($M)
	Alphabet Inc	22.5
	Apple Inc	21.2
	Nvidia Corp	18.8
	Amazon Com Inc	17.4
	Microsoft Corp	13.4
	Facebook Inc	7.6
	Netflix Inc	5.8
	Bank of America Corp /DE/	4.4
	Taiwan Semiconductor Manufacturing Co Ltd	4.2
	Alphabet Inc	4.0
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
PE	CV Advisors PE Xi LP	[2025-03-19]	19.1 M	35.0 M
	Filed 2024-08-14 (D) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CV Advisors PE IX LP	[2022-03-25]	15.8 M	2.0 M
	Filed 2021-09-30 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CV Advisors PE XIII LP	2022-03-25
PE	CV Advisors PE XII LP	2022-03-25
PE	CV Advisors PE Xi LP	2022-03-25
PE	CV Advisors PE XIV LP	2022-03-25
PE	CV Advisors PE X LP	[2022-03-25]	10.5 M	10.4 M
	Filed 2021-12-16 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CV Advisors Coinvest III LP	[2021-07-01]	5.8 M	8.3 M
	Filed 2021-11-10 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CV Advisors Coinvest II LP	[2021-07-01]	10.0 M	0.1 M
	Filed 2021-10-14 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CV Advisors Coinvest I LP	[2021-07-01]	3.5 M	0.3 M
	Filed 2021-06-24 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	145	13.1
(c) Banking or thrift institutions	0	0.3
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	14	0.3
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.9
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.3
(n) Other	0	0.0
Total	5,953	15.1
By Discretionary
Discretionary	758	1.8
Non-Discretionary	5,195	13.3
Total	5,953	15.1
By Non-United States Persons
Non-United States Persons		10.4
United States Persons		4.7
Total	5,953	15.1

Form D Directors	Role	# Filings	# Firms
CV Advisors GP LLC	Executive Officer	15	1
CV Advisors LLC	Executive Officer, Promoter	15	1
Matthew Storm	Executive Officer	15	1
Elliot Dornbusch	Executive Officer	15	1
Alexandre Mann	Executive Officer	15	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001872254]

Comparable Firms	State	AUM
Townsquare Capital LLC ✚	UT	18.07 B
CW Advisors LLC ✚	MA	15.22 B
The Caprock Group LLC ✚	ID	12.48 B
Champlain Investment Partners LLC ✚	VT	10.18 B
Hantz Financial Services Inc ✚	MI	10.00 B
Welch & Forbes LLC ✚	MA	9,903.5 M
Hood River Capital Management LLC ✚	FL	9,454.6 M
Americana Partners LLC ✚	TX	9,101.7 M
Nicholas Hoffman & Company LLC ✚	GA	8,262.5 M
Weitz Investment Management Inc ✚	NE	8,079.9 M

Assets, Funds, Holdings