Data / Investment advisers / Florida / CV Advisors LLC
CV Advisors LLC, Aventura, FL: $15.1 billion AUM, SEC registered investment adviser
CV Advisors LLC is an SEC registered investment adviser with its main office in Aventura, Florida and reports $15.1 billion in regulatory assets under management in its Form ADV filed April 23, 2026. Its clients include high net worth individuals, insurance companies and banks and thrifts. It is paid through a percentage of assets under management and fixed fees. It advises 14 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 164817
- SEC file number
- 801-77002
- SEC status
- Approved, effective August 13, 2012
- Main office
- 19495 Biscayne Boulevard Suite Ph1, Aventura, FL 33180
- Phone
- (305) 358-5990
- Website
- cv-advisors.com
- Regulatory AUM
- $15,083,670,822 in the Form ADV filed April 23, 2026
- Discretionary AUM
- $1,832,130,135
- Non discretionary AUM
- $13,251,540,687
- Accounts
- 5,953
- Employees
- 82, of which 23 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 14: 14 private equity funds
- Gross assets of private funds
- $294,964,693
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $13.11 billion |
| Insurance companies | Fewer than 5 | $894.4 million |
| Banking or thrift institutions | Fewer than 5 | $343.9 million |
| Corporations or other businesses | Fewer than 5 | $299.2 million |
| Pooled investment vehicles | 14 | $295 million |
| Charitable organizations | Fewer than 5 | $136.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $15.08 billion | March 30, 2026 |
| December 1, 2025 | $12.86 billion | March 19, 2025 |
Other advisers in Aventura
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Evolution Wealth Advisors, LLC | Aventura | $1.96 billion | Not listed | adviserinfo.sec.gov |
| Activest Wealth Management, LLC | Aventura | $1.46 billion | Not listed | adviserinfo.sec.gov |
| Fitzroy Investment Advisors LLC | Aventura | $1.04 billion | Not listed | adviserinfo.sec.gov |
| WM Partners, LP | Aventura | $1.02 billion | 9 | adviserinfo.sec.gov |
| Omnia Family Wealth, LLC | Aventura | $994.6 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Aventura, FL
- Investment advisers in Florida
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving insurance companies
- Advisers that manage private funds
- CV Advisors LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.