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CAPVISOR ASSOCIATES, LLC

UUID167bd563-e219-5293-a48f-60aaa8fa3e80
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 289154 289154 1.0
cik 0000001958 1958
sec_file_number 801-110889 801-110889

Profile

WebsiteHTTP://WWW.CAPVISORASSOCIATES.COM
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)674,371,349.0
  • RAUM (discretionary)0.0
  • Actionable assets674,371,349.0
  • Accounts27.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM19,413,931.0

As of 2025-03-04 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.