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| CV Advisors LLC
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| CRD # | 164817 |
| SEC # | 801-77002 |
| CIK # | 0001872254 |
| AUM | 15.1 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 ($B) |
|---|
| CIK | Period |
|---|---|
| 0001872254 |
| Sector | Form 13F Holdings | Value ($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 |
| PE | CV Advisors PE IX LP | [2022-03-25] | 15.8 M | 2.0 M |
| 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 |
| PE | CV Advisors Coinvest III LP | [2021-07-01] | 5.8 M | 8.3 M |
| PE | CV Advisors Coinvest II LP | [2021-07-01] | 10.0 M | 0.1 M |
| PE | CV Advisors Coinvest I LP | [2021-07-01] | 3.5 M | 0.3 M |
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| CV Advisors GP LLC | 15 | 1 | ||
| CV Advisors LLC | 15 | 1 | ||
| Matthew Storm | 15 | 1 | ||
| Elliot Dornbusch | 15 | 1 | ||
| Alexandre Mann | 15 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001872254] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| LEI | 254900KF3SW5M8908J72 |
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