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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

COVISION ADVISORS LLC

CRD 285328

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c12f6a24-07d1-0e49-48ac-64da7059a96f

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 0
Observed: Feb 17, 2017 to Mar 23, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.96 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $708MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $708M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 8
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $679M
SEC number: 801-110048
CRD: 285328
Filings on the tape: 14
First filed: Feb 17, 2017
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
THE COVISION MASTER FUND LTD.	Hedge Fund	$368M	Mar 27, 2024	28	Jul 7, 2017	reported	021-288471
THE COVISION ONSHORE FUND LP	Hedge Fund	$319M	Mar 27, 2024	24	Jul 7, 2017	reported	021-286254
COURANTE LP	Hedge Fund	$182M	Jul 7, 2017	97	Feb 17, 2017	dropped	n/a
CAVATINA LP	Hedge Fund	$146M	Jul 7, 2017	97	Feb 17, 2017	dropped	n/a
RED BROOK HARBOR, LLC	Hedge Fund	$35.0M	Jul 7, 2017	26	Feb 17, 2017	dropped	n/a
ALLERTON PARTNERS LP	Hedge Fund	$17.7M	Jul 7, 2017	25	Feb 17, 2017	dropped	n/a
ARI INVESTMENTS LLC	Hedge Fund	$16.2M	Jul 7, 2017	15	Feb 17, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COOK, TANYA, FEDORUK	Trustee	F	yes	01/2022	Mar 30, 2022	Mar 27, 2024
D'AGOSTINO, RICHARD, (NMN)	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	Na	yes	01/2016	Feb 17, 2017	Mar 27, 2024
TELLJOHANN, KENNETH, LANE	CIO AND MEMBER	D	yes	03/2012	Feb 17, 2017	Mar 27, 2024
TRUST OF ROSALIE J. LEVENTRITT U/D 12/23/41	Member	E	yes	01/2022	Mar 30, 2022	Mar 27, 2024
41 TRUST#1 LLC	Member	B	no	01/2022	Mar 30, 2022	Mar 27, 2024
RIOLAMA, LLC	Member	C	no	01/2017	Feb 17, 2017	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COVISION GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 23, 2026	$708M	$708M	8	7	2	n/a
2024	Mar 25, 2025	$628M	$628M	8	7	2	n/a
2023	Mar 27, 2024	$697M	$697M	8	7	2	$688M
2022	Mar 24, 2023	$708M	$708M	8	7	2	$700M
2021	Mar 30, 2022	$616M	$616M	8	7	2	$606M
2020	Mar 22, 2021	$470M	$470M	8	7	2	$460M
2019	Mar 29, 2020	$376M	$376M	9	8	2	$368M
2018	Mar 26, 2019	$315M	$315M	9	8	2	$304M
2017	Mar 30, 2018	$239M	$239M	8	7	2	$228M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$708M	$628M	12.8%	$708M	0.0%	8	8	0	0

Relationships

Advises (7)

→ THE COVISION ONSHORE FUND LPPrivate fundHedge Fund, IA
Jul 7, 2017 to presentfactForm ADV
→ THE COVISION MASTER FUND LTD.Private fundHedge Fund, IA
Jul 7, 2017 to presentfactForm ADV
→ CAVATINA LPPrivate fundHedge Fund, IA, no longer reported
Feb 17, 2017 to Jul 7, 2017factForm ADV
→ RED BROOK HARBOR, LLCPrivate fundHedge Fund, IA, no longer reported
Feb 17, 2017 to Jul 7, 2017factForm ADV
→ ARI INVESTMENTS LLCPrivate fundHedge Fund, IA, no longer reported
Feb 17, 2017 to Jul 7, 2017factForm ADV
→ COURANTE LPPrivate fundHedge Fund, IA, no longer reported
Feb 17, 2017 to Jul 7, 2017factForm ADV
→ ALLERTON PARTNERS LPPrivate fundHedge Fund, IA, no longer reported
Feb 17, 2017 to Jul 7, 2017factForm ADV

Controls (4)

← TELLJOHANN, KENNETH, LANEOwnerCIO AND MEMBER, ownership code D, individual
Feb 17, 2017 to Mar 27, 2024factForm ADV
← D'AGOSTINO, RICHARD, (NMN)OwnerCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 17, 2017 to Mar 27, 2024factForm ADV
← COOK, TANYA, FEDORUKOwnerTRUSTEE, ownership code F, individual
Mar 30, 2022 to Mar 27, 2024factForm ADV
← TRUST OF ROSALIE J. LEVENTRITT U/D 12/23/41OwnerMEMBER, ownership code E, domestic entity
Mar 30, 2022 to Mar 27, 2024factForm ADV

Owns (2)

← 41 TRUST#1 LLCOwnerMEMBER, ownership code B, domestic entity
Mar 30, 2022 to Mar 27, 2024factForm ADV
← RIOLAMA, LLCOwnerMEMBER, ownership code C, domestic entity
Feb 17, 2017 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 30, 2022
Regulatory AUM changed
Covision Advisors Llc reported RAUM $616.2M, up 31% from $470.1M (2021-03-22 to 2022-03-30)
Form ADVobserved 6 days ago
$146M
Occurred
Mar 30, 2022
Control person left
Rolston Edgar Berner (Member) no longer on Schedule A of Covision Advisors Llc (listed 2021-03-22, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person left
Olin Richard Berner (Managing Member) no longer on Schedule A of Covision Advisors Llc (listed 2021-03-22, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
Fedoruk Tanya Cook (Trustee) appeared on Schedule A of Covision Advisors Llc
Form ADVobserved 6 days ago
Occurred
Feb 17, 2017
First Form ADV filing
Covision Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c12f6a24-07d1-0e49-48ac-64da7059a96f
First observed: Feb 17, 2017
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COVISION ADVISORS LLC

CRD 285328

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c12f6a24-07d1-0e49-48ac-64da7059a96f

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:56 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE COVISION MASTER FUND LTD.

Hedge Fund

$368M

Mar 27, 2024

Jul 7, 2017

reported

021-288471

THE COVISION ONSHORE FUND LP

Hedge Fund

$319M

Mar 27, 2024

Jul 7, 2017

reported

021-286254

COURANTE LP

Hedge Fund

$182M

Jul 7, 2017

Feb 17, 2017

dropped

n/a

CAVATINA LP

Hedge Fund

$146M

Jul 7, 2017

Feb 17, 2017

dropped

n/a

RED BROOK HARBOR, LLC

Hedge Fund

$35.0M

Jul 7, 2017

Feb 17, 2017

dropped

n/a

ALLERTON PARTNERS LP

Hedge Fund

$17.7M

Jul 7, 2017

Feb 17, 2017

dropped

n/a

ARI INVESTMENTS LLC

Hedge Fund

$16.2M

Jul 7, 2017

Feb 17, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COOK, TANYA, FEDORUK

Trustee

yes

01/2022

Mar 30, 2022

Mar 27, 2024

D'AGOSTINO, RICHARD, (NMN)

CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER

yes

01/2016

Feb 17, 2017

Mar 27, 2024

TELLJOHANN, KENNETH, LANE

CIO AND MEMBER

yes

03/2012

Feb 17, 2017

Mar 27, 2024

TRUST OF ROSALIE J. LEVENTRITT U/D 12/23/41

Member

yes

01/2022

Mar 30, 2022

Mar 27, 2024

41 TRUST#1 LLC

Member

01/2022

Mar 30, 2022

Mar 27, 2024

RIOLAMA, LLC

Member

01/2017

Feb 17, 2017

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COVISION GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$708M

n/a

2024

Mar 25, 2025

$628M

n/a

2023

Mar 27, 2024

$697M

$688M

2022

Mar 24, 2023

$708M

$700M

2021

Mar 30, 2022

$616M

$606M

2020

Mar 22, 2021

$470M

$460M

2019

Mar 29, 2020

$376M

$368M

2018

Mar 26, 2019

$315M

$304M

2017

Mar 30, 2018

$239M

$228M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$708M

$628M

12.8%

$708M

0.0%