Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

Firms / CV Advisors LLC

CV Advisors LLC

Fund of funds · probableLower middle marketAventura, FLcvadvisors.comSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 19 of 19 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.18bn Private Equity Fund GAV on the Form ADV filed 2024-04-22
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 19 of 19 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jul 31, 2012 to Apr 22, 2024
RAUM
$9.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
14
PE fund GAV, latest filing
$184Mreported gross assets (Form ADV), not fund size
All private fund GAV
$184Mevery private fund type, latest filing
2024 PE fund GAV
$184Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-04-22, latest gav Private Equity Fund $184M, latest counts Private Equity Fund 14, lifetime distinct Private Equity Fund 19
Employees
56
Headquarters
Aventura, FL
Office address
19495 BISCAYNE BOULEVARD, SUITE PH1, Aventura, FL, 33180
Business phone
305-358-5990
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
19 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
CV Advisors PE Ix LP
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$11.9M
as of Apr 22, 2024
no Form DUnknown
CV Advisors PE X LP
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$11.3M
as of Apr 22, 2024
no Form DEarly deployment
CV Advisors PE Xi LP
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$0
as of Dec 21, 2023
no Form DWound down
CV Advisors PE Xii LP
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$0
as of Dec 21, 2023
no Form DWound down
CV Advisors PE Xiii LP
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$0
as of Dec 21, 2023
no Form DWound down
CV Advisors PE Xiv LP
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$0
as of Dec 21, 2023
no Form DWound down
CV Advisors PE I LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$32.4M
as of Apr 22, 2024
no Form DUnknown
CV Advisors PE VII LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$29.8M
as of Apr 22, 2024
no Form DUnknown
CV Advisors PE II LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$28.3M
as of Apr 22, 2024
no Form DActive deployment
CV Advisors PE III LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$18.3M
as of Apr 22, 2024
no Form DUnknown
CV Advisors PE Viii LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$12.8M
as of Apr 22, 2024
no Form DActive deployment
CV Advisors PE VI LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$9.7M
as of Apr 22, 2024
no Form DActive deployment
CV Advisors PE V LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$9.5M
as of Apr 22, 2024
no Form DUnknown
CV Advisors PE IV LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$7.7M
as of Apr 22, 2024
no Form DUnknown
CV Advisors Coinvest III LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$5.9M
as of Apr 22, 2024
no Form DUnknown
CV Advisors Coinvest IV LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$5.3M
as of Apr 22, 2024
no Form DUnknown
CV Advisors Coinvest II LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$920,308
as of Apr 22, 2024
no Form DUnknown
CV Advisors Coinvest I LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$264,868
as of Apr 22, 2024
no Form DUnknown
CV Advisors Coinvest V LP
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$0
as of Dec 21, 2023
no Form DWound down
Team
90 current, 5 former
Partner (7)
Associate (17)
Analyst (12)
Platform (25)
Other (19)
5 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
9 most recent
  1. Sep 17, 2026
    Articles David Sabo Joins CV Advisors as Chief Technology Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 17, 2026
    Articles ETFs, Mutual Funds, or Both? Investment Advisors Share Their Strategies.
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Sep 17, 2026
    Articles Constellation-backed CV hires portfolio manager from nonprofit
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Sep 17, 2026
    Articles Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Sep 17, 2026
    Articles Constellation Wealth Invests in CV Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Sep 17, 2026
    Recognitions Top Investment Management Firms (November 2021)
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Sep 17, 2026
    Recognitions FT 300: Top US Registered Investment Advisers (June 2017)
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Sep 17, 2026
    Recognitions FT 300: Top US Registered Investment Advisers (June 2015)
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Jul 31, 2012
    CV Advisors LLC first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

CV Advisors LLC is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

Checking your plan…