Companies similar to CV ADVISORS
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  • www.cv-advisors.com
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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..
Relevance: 23.83535
  • www.esafon.com
ESAFON is a Swiss registered non-profit association helping family offices, private & institutional investors, tech entrepreneurs to engage in global and scalable strategic impact investment issues... If you are a Family Office, a Private Investor,..
Relevance: 23.105019
  • venderaresources.com
  • 1
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Vendera Management Holdings, LLC ("Vendera Resources"), an SEC registered investment advisor, is a premier capital manager servicing institutional, family office and high net worth clientele...
Relevance: 22.827353
  • efinitycap.com
  • 1
Efinity Capital is an owner-managed, independent asset manager/multi-family office founded in 2020. We are here to provide you with independent and professional investment advice, tailor-made investment management services and family office..
Relevance: 22.814405
  • www.ravencapital.com.au
  • 1
  • 1
Raven Capital is an investment manager providing asset management and family office services to individuals, families, charitable foundations and select institutional investors...
Relevance: 22.813665
  • osboncapital.com
  • 5
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Osbon Capital Management is an independent investment manager and family office services firm located in Boston. We provide comprehensive services for the unique needs of wealthy families and entrepreneurs...
Relevance: 21.90232
  • www.vaksam.com
Vaksam LLC is a private investment manager; representing select families and their related interests... Vaksam LLC is a family investment office; managing the assets of select families...
Relevance: 21.785683
  • silverleafcg.com
  • 1
Silverleaf Capital Group is an investment manager with decades of experience in real estate, VC and private equity... Silverleaf Capital Group is a direct investment and management entity for a family office, established in 2005. We develop Real..
Relevance: 21.228931
  • whiteboarcapital.com
We are a single family office investment management organisation. White Boar's investment manager is White Boar Capital Management Limited (WBCM). WBCM is also the administrator and company secretary... We deliver a tailor-made advisory investment..
Relevance: 21.040052
  • grnfld.com
  • 1
Greenfield Management Partners LLC was formed in 2017. It is an Investment Manager for a family office, focused on investing in emerging venture capital and private equity growth sectors in the United States, and providing access to these unique..
Relevance: 20.920357
  • manco.altumgroup.com
  • 3
  • 3
At Altum Group, we are an international provider of Fund, Corporate and Family Office solutions. Though our Luxembourg business Altum Management Company (Luxembourg) S.A. we provide third-party AIFM and UCITS Management Company services, assisting..
Relevance: 20.907187
  • ggcurtis.com
Has a long history as a seasoned business professional, money manager and financial strategist. Since the late 70's, his experience related to investment banking has included prominent firms from Wall Street and as an international businessman for..
Relevance: 20.781803
  • legacyknight.com
  • 1
  • 17
Legacy represents our core family office platform where we provide a full suite of family office services, investment advisory, and consolidated portfolio reporting. Our experienced partners, institutional quality relationships, and advanced..
Relevance: 20.694208
  • www.woodsfi.com
  • 1
Woods Family Investments is the investment arm of Woods Family Office and safeguards and manages the financial investments of the Woods family... Woods Family Investments, headquartered in Houston, is the investment manager of the Woods Family..
Relevance: 20.625563
  • www.bavandoorn.com
  • 1
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The company has experienced strong growth since 2004. Due to its independent approach, a sound investment policy and low costs, B.A. van Doorn has developed into one of the most important independent asset managers in the Netherlands. The company is..
Relevance: 20.313679
  • marshamim.com
  • 1
Marsham IM is a UK based Investment Manager providing fund management services across asset classes as well as tailored externally managed accounts solutions... Marsham IM offers a unique blend of professional investment management coupled with..
Relevance: 20.248564
  • helmsfamilyoffice.com
  • 2
  • 1
At HELMS Family Office and HELMS Asset Management, we truly believe in being partners with our clients. We consider your business as our business, your growth as our growth, and your success as our success, so we make it personal... HELMS prides..
Relevance: 20.198534
  • www.capstoneholding.com
  • 1
  • 1
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Capstone Group is an active portfolio manager and Egypt's first dedicated real estate private equity fund manager, currently managing USD 210mn in AUMs across two funds: Egycap Investments Limited and Castle Property Limited... Capstone is an..
Relevance: 20.19151
  • gosasc.com
  • 1
  • 1
Cindy has over 28 years of administrative and management experience including positions as a Mortgage Processor, Operations Manager and an Assistant Branch Manager for banks; an Operations Manager in an investment firm and a Regional Office Manager..
Relevance: 20.187754
  • amret.net
  • 2
  • 4
AmRET provides strategic advice on asset allocation, risk management, investment policy development, asset class structuring, investment manager evaluation and more within our institutional consulting services... AmRET helps clients develop and..
Relevance: 20.17993
  • www.endowmentresearchgroup.com
  • 1
  • 1
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Endowment Research Group is a non-discretionary investment consultancy founded by University of Cambridge researchers... Endowment Research Group provides best-in-class investment research, fund manager selection, asset allocation, risk management,..
Relevance: 20.143057
  • auctusinvest.com
  • 1
  • 1
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Auctus Investment Group Limited (ASX: AVC) is an ASX-listed global investment manager with in-excess of A$533M Assets Under Management as at June 2023, net of A$117M returned to investors following successful exits... We invest in growth sectors..
Relevance: 19.906118
  • corecam-investment-group.com
  • 3
Our vision is to act as the independent investment adviser, manager and partner specialized in capital preservation strategies for both large European families and institutional investors... Corecam is the family office arm of Corecam Investment..
Relevance: 19.733309
  • www.sevenhills-im.com
  • 1
  • 2
SevenHills is the independent investment management company of choice for Family Offices and Professional Investors. The benefit for private family and investors to create a dedicated investment fund across European Union coupled with an high..
Relevance: 19.474846
  • www.assetvantage.com
  • 1
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Our family office software is neither a robo-advisor nor an online wealth manager, as we do not provide investment products or offer recommendations on managing your wealth... More than 300+ of the world's wealthiest families, representing combined..
Relevance: 19.414366
  • www.upside-equity.de
  • 1
  • 3
  • 1
Upside is an alternative asset investment firm. Through Upside Beteiligungs-AG we invest in high growth, primarily profitable small and medium-sized companies, both directly and indirectly. We draw on a broad, world-wide network and our 25-year..
Relevance: 19.412128
  • www.askfin.com
AskFin Consulting - establishment in 2001 - is a trusted partner accredited by the Swiss Federal Supervisory Authority (FINMA) as an external asset manager for both private and institutional clients... Established in 2001, AskFin Consulting provides..
Relevance: 19.339123
  • mcmillancap.com
  • 1
  • 1
F ounded by Carter McMillan in 2007, McMillan Capital Management is a Registered Investment Advisor based in Dallas, Texas. Carter has over 20 years of investment experience. Prior to launching McMillan Capital Management, he worked as a Vice..
Relevance: 19.315529
  • gleneaglesgroup.com
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At Gleneagles, we know that all families are unique. Your Gleneagles team is unique too - designed specifically to fit the changing needs of your family. Our family teams typically consist of five to seven team members: a Relationship Manager (your..
Relevance: 19.112825
  • tdh-insurance.com
  • 1
TDH Insurance is an upscale boutique consulting firm specializing in being the advisors' insurance resource. The TDH mission is to provide thoughtful and intelligent insurance solutions to the well-informed client. By leveraging years of experience..
Relevance: 18.97281