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Capvisor Associates, LLC

● SEC registered since 2017CRD 289154SEC# 801-110889
Export (members)
Reg. AUM
$674.4M
Employees
6
Accounts
27
Location

Capvisor Associates, LLC assets under management

Capvisor Associates, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $674.4 million in regulatory assets under management and employs 6 people.

Capvisor Associates, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carl Eric Terzer ControlMemberOver 75%2008
Susan (nmn) Levy ControlChief Compliance Officer25-50%2009

Frequently asked questions

How much does Capvisor Associates, LLC manage?

Capvisor Associates, LLC reports $674.4 million in regulatory assets under management on its Form ADV.

How many employees does Capvisor Associates, LLC have?

Capvisor Associates, LLC reports 6 employees.

Does Capvisor Associates, LLC disclose fund performance?

Capvisor Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone9736656370
Office hours9-5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1958
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$674.4M
Total (RAUM)$674.4M