CV ADVISORS

A boutique family office with the capabilities of an asset manager and an institutional-caliber investment platform with broad manager access... With our multidisciplinary approach and deep investment roots, we provide a unique, single family office service to our clients, including robust investment management solutions underpinned by strong research capabilities, a robust network of private equity, credit and alternatives managers, proprietary technology tools, and a private client services team to coordinate the broad spectrum of our clients' financial needs... With more than $8.8BN in assets under management, a unique research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients' evolving financial needs.

Also known as: CV Advisors LLC

Primary location: Aventura United States