CV Advisors LLC

CV Advisors is an independent multi‑family office and SEC‑registered investment adviser that serves high‑net‑worth individuals, families, trusts, foundations, endowments, charitable organizations, corporations, and other qualified entities, generally requiring clients to have at least $50 million of investable assets. The firm provides portfolio management (both discretionary and non‑discretionary), asset allocation and security selection, performance reporting and monitoring, consolidated family‑office reporting, and select non‑advisory concierge and administrative services, and it also sponsors and manages affiliated private pooled investment vehicles.

The firm describes a process that begins with top‑down asset allocation followed by bottoms‑up analysis, and uses fundamental, qualitative, statistical and cyclical methods while favoring disciplined, long‑term strategies with tactical short‑term reallocations when appropriate; listed instruments include fixed income, ETFs, private equity, alternatives (including decentralized finance and digital assets), and derivatives. CV Advisors manages accounts on both discretionary and non‑discretionary bases but discloses that the majority of its regulatory assets under management are non‑discretionary — $13.25 billion non‑discretionary versus $1.83 billion discretionary as of December 31, 2025 — and offers client reporting through a proprietary CV App.

What is distinctive in the brochure compared with many enterprise peers is the heavy tilt toward non‑discretionary mandates combined with operation of affiliated Funds whose general partner is a related entity (the firm is deemed to have custody of Fund assets and provides audited financials for those Funds). The firm also documents extensive international and institutional considerations — detailed foreign investment risk disclosures, consolidated reporting mandates on an additional $7.6 billion of client assets, use of AI tools subject to human oversight, and specific policies to address potential conflicts when recommending third‑party managers — which may be particularly relevant to cross‑border or institutional clients.