CV Advisors LLC

Search
⚲

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

Total AUM ($B) Copy

CIK	Period
0001872254	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31

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
	Broadcom Inc	3.7
	Uber Technologies Inc	2.4
	Tesla Motors Inc	1.7
	Chevron Corp	1.2
	Jackson Financial Inc	0.8
	Coinbase Global Inc	0.7















Prev \| Page 1 \| Next

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