CV Advisors LLC

CV Advisors LLC is an independent multi-family office that provides investment advisory and family‑office services to high‑net‑worth individuals, families, trusts, foundations, endowments, charitable organizations, corporations, and other qualified entities that generally meet a $50 million investable‑assets threshold. The firm also sponsors and manages affiliated private pooled investment vehicles in which Clients, non‑Clients, and eligible employees may invest.

The firm combines a top‑down asset allocation framework with bottom‑up security selection, employing fixed income research, ETFs, alternative and private investments, and periodic tactical reallocations; it offers both discretionary and non‑discretionary portfolio management and uses a proprietary client portal (the CV App) and technology tools, including AI, with human oversight. As disclosed in its brochure, CV Advisors reported approximately $15.08 billion of regulatory AUM as of December 31, 2025, of which about $13.25 billion was managed on a non‑discretionary basis.

Noteworthy features include its role as a private fund adviser and as the general partner for affiliated Funds—exempt pooled vehicles for which the firm is deemed to have custody and that provide audited financial statements to investors—and the inclusion of non‑clients and employees as investors alongside Clients. The firm also provides consolidated family‑office reporting on roughly $7.61 billion in additional assets and includes foreign securities and sovereign debt in its investment universe, reflecting material international exposure and institutional‑style services beyond typical individual portfolio management.