Cv Advisors Llc
SEC-registered
Multi-Family Office · Large ($10B–$100B)
CRD 164817
· SEC file 801-77002
· Aventura, FL
· www.cv-advisors.com
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ADV data as of Apr 23, 2026
- Regulatory AUM
- $15.1B
- Discretionary
- $1.8B
- Clients
- 159
- Avg AUM / client
- $94.9M
- Accounts
- 5,953
- Employees
- 82
AUM over time
$1.9B
$15.1B
Dec 2012
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 23, 2026
Asset allocation (SMA assets by investment type)
as of Apr 23, 2026
Investment-grade corporate bonds
$6.2B
41%
Exchange-traded equities
$4.2B
28%
Pooled investment vehicles
$2.0B
13%
Cash & equivalents
$1.2B
8%
US government & agency bonds
$603M
4%
Registered investment companies (funds/ETFs)
$453M
3%
Non-investment-grade bonds
$302M
2%
Sovereign bonds
$151M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 145 | $13.1B | 86.9% |
| Banking or thrift institutions | Fewer than 5 clients | $344M | 2.28% |
| Pooled investment vehicles (non-investment companies) | 14 | $295M | 1.96% |
| Charitable organizations | Fewer than 5 clients | $137M | 0.91% |
| Insurance companies | Fewer than 5 clients | $894M | 5.93% |
| Corporations and other businesses | Fewer than 5 clients | $299M | 1.98% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $184M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cv Advisors Pe I Lp | Private Equity Fund | Delaware | $32.4M | 67 |
| Cv Advisors Pe Vii Lp | Private Equity Fund | Delaware | $29.8M | 76 |
| Cv Advisors Pe Ii Lp | Private Equity Fund | Delaware | $28.3M | 67 |
| Cv Advisors Pe Iii Lp | Private Equity Fund | Delaware | $18.3M | 62 |
| Cv Advisors Pe Viii Lp | Private Equity Fund | Delaware | $12.8M | 41 |
| Cv Advisors Pe Ix Lp | Private Equity Fund | Delaware | $11.9M | 51 |
| Cv Advisors Pe X Lp | Private Equity Fund | Delaware | $11.3M | 56 |
| Cv Advisors Pe Vi Lp | Private Equity Fund | Delaware | $9.7M | 48 |
| Cv Advisors Pe V Lp | Private Equity Fund | Delaware | $9.5M | 36 |
| Cv Advisors Pe Iv Lp | Private Equity Fund | Delaware | $7.7M | 45 |
| Cv Advisors Coinvest Iii Lp | Private Equity Fund | Delaware | $5.9M | 56 |
| Cv Advisors Coinvest Iv Lp | Private Equity Fund | Delaware | $5.3M | 53 |
| Cv Advisors Coinvest Ii Lp | Private Equity Fund | Delaware | $920K | 65 |
| Cv Advisors Coinvest I Lp | Private Equity Fund | Delaware | $265K | 29 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dornbusch, Elliot, Nmn | Manager, Ceo, Chairman | Nov 2020 (6y) | Less than 5% | |
| Mann, Alexandre, Nmn | Manager, Managing Director | Nov 2020 (6y) | Less than 5% | |
| Matthew Jordan Storm | Manager, Managing Director | Nov 2020 (6y) | Less than 5% | |
| Capasso, Kyle | Chief Operating Officer | Oct 2023 (3y) | Less than 5% | |
| Gutierrez Junco, Beatriz | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Mariana Lora | Registered representative | Sep 2024 (2y) | ||
| Adriana Botero Bobulsky | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cv Advisors Group, Llc | Member | Oct 2023 | A | 75% or more |
| Cwc Cv Investor, Llc | Member | Oct 2023 | A | 10% – 25% |
| Cva Founders, Llc | Member | Oct 2023 | B | ≈ 56.25% – 100% via Cv Advisors Group, Llc |
| Constellation Wealth Capital Fund, L.P. | Member | Oct 2023 | B | ≈ 7.5% – 25% via Cwc Cv Investor, Llc |
| Alexander Mann Living Trust | Member | Oct 2023 | B | ≈ 14.06% – 50% via Cva Founders, Llc |
| Elliot Dornbusch Living Trust | Member | Oct 2023 | B | ≈ 14.06% – 50% via Cva Founders, Llc |
| Matthew J. Storm Living Trust | Member | Nov 2020 | B | GP / trustee / elected manager of Cva Founders, Llc (indirect) |
| Constellation Wealth Fund Gp, Llc | General Partner | Apr 2023 | B | GP / trustee / elected manager of Constellation Wealth Capital Fund, L.P. (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cva Founders, Llc: 75% – 100% of Cv Advisors Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Constellation Wealth Capital Fund, L.P.: 75% – 100% of Cwc Cv Investor, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Alexander Mann Living Trust: 25% – 50% of Cva Founders, Llc × 75% – 100% of Cv Advisors Group, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Elliot Dornbusch Living Trust: 25% – 50% of Cva Founders, Llc × 75% – 100% of Cv Advisors Group, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $184M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cv Advisors Pe I Lp | Private Equity Fund | $32.4M | $100K | 67 |
| Cv Advisors Pe Vii Lp | Private Equity Fund | $29.8M | $100K | 76 |
| Cv Advisors Pe Ii Lp | Private Equity Fund | $28.3M | $100K | 67 |
| Cv Advisors Pe Iii Lp | Private Equity Fund | $18.3M | $100K | 62 |
| Cv Advisors Pe Viii Lp | Private Equity Fund | $12.8M | $100K | 41 |
| Cv Advisors Pe Ix Lp | Private Equity Fund | $11.9M | $100K | 51 |
| Cv Advisors Pe X Lp | Private Equity Fund | $11.3M | $100K | 56 |
| Cv Advisors Pe Vi Lp | Private Equity Fund | $9.7M | $100K | 48 |
| Cv Advisors Pe V Lp | Private Equity Fund | $9.5M | $100K | 36 |
| Cv Advisors Pe Iv Lp | Private Equity Fund | $7.7M | $100K | 45 |
| Cv Advisors Coinvest Iii Lp | Private Equity Fund | $5.9M | $100K | 56 |
| Cv Advisors Coinvest Iv Lp | Private Equity Fund | $5.3M | $100K | 53 |
| Cv Advisors Coinvest Ii Lp | Private Equity Fund | $920K | $100K | 65 |
| Cv Advisors Coinvest I Lp | Private Equity Fund | $265K | $100K | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 3.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $4.9B (32% of AUM) Apr 2026
- Morgan Stanley $2.9B (19% of AUM) Apr 2026
- UBS $1.2B (12% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗