Investment adviser · CRD 164817
CV ADVISORS LLC
Investment adviser filing (IA)
AVENTURA, FL, United States · Form ADV filed Apr 23, 2026
- Regulatory AUM
- $15.1B Form ADV · Item 5.F
- Client accounts
- 5,953 Accounts, not individual clients
- Employees
- 82 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 145 | $13,114,497,979 | 86.9% |
| Insurance companies | Fewer than 5 | $894,421,876 | 5.9% |
| Banks & thrifts | Fewer than 5 | $343,946,399 | 2.3% |
| Corporations & businesses | Fewer than 5 | $299,197,199 | 2.0% |
| Pooled investment vehicles | 14 | $294,964,692 | 2.0% |
| Charities | Fewer than 5 | $136,642,677 | 0.9% |
Filing source
Form ADV 2097684 · Apr 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
20 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CV ADVISORS PE VII LPPrivate Equity Fund · Last reported Apr 23, 2026$77MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LP
PCAOB 673
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-8072338259
- Reported beneficial owners
- 77
- Minimum commitment
- $100K
- Form D file number
- 021-414563
Form ADV 2097684 · Apr 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CV ADVISORS PE I LPPrivate Equity Fund · Last reported Apr 23, 2026$38MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LLP
PCAOB 673
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-8539588349
- Reported beneficial owners
- 68
- Minimum commitment
- $100K
- Form D file number
- 021-396205
Form ADV 2097684 · Apr 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CV ADVISORS PE II LPPrivate Equity Fund · Last reported Apr 23, 2026$37.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LLP
PCAOB 673
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-8928946847
- Reported beneficial owners
- 68
- Minimum commitment
- $100K
- Form D file number
- 021-396206
Form ADV 2097684 · Apr 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CV ADVISORS PE III LPPrivate Equity Fund · Last reported Apr 23, 2026$37MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LLP
PCAOB 673
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-1698177823
- Reported beneficial owners
- 63
- Minimum commitment
- $100K
- Form D file number
- 021-396208
Form ADV 2097684 · Apr 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CV ADVISORS PE XI LPPrivate Equity Fund · Last reported Apr 23, 2026$35MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LP
PCAOB 673
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-6000478387
- Reported beneficial owners
- 63
- Minimum commitment
- $100K
- Form D file number
- 021-521434
Form ADV 2097684 · Apr 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CV ADVISORS PE VIII LPPrivate Equity Fund · Last reported Apr 23, 2026$13.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LP
PCAOB 673
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-4163852829
- Reported beneficial owners
- 42
- Minimum commitment
- $100K
- Form D file number
- 021-409085
Form ADV 2097684 · Apr 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CV ADVISORS PE VI LPPrivate Equity Fund · Last reported Apr 23, 2026$12.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LP
PCAOB 673
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-1887272079
- Reported beneficial owners
- 49
- Minimum commitment
- $100K
- Form D file number
- 021-402017
Form ADV 2097684 · Apr 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
19495 BISCAYNE BOULEVARD, SUITE PH1AVENTURA, FL, 33180, United States
CRD 164817
Filing source
Form ADV 2097684 · Apr 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.