Ccv LLC is a large advisory firm based in New York. It manages $522.09 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Delaware, Illinois, and 3 other states.
Ccv provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ccv LLC is $522.09 million. The firm's AUM has grown by 1988% since the beginning of its operation, and $72.52 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Ccv LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Ccv is pooled investment vehicles with 49 clients and $503.86 million of assets under management. Among the 9 most similar advisory firms, Ccv has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $512.48 million for 83 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Ccv also advises several private funds. Namely, forty one real estate funds. The minimum investment commitment required of non-related persons ranges from $15,000 to $250,000.
The company employs 38 people that are either part- or full-time employees. 66 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 13 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Alexander Labowitz joined the executive team most recently as the General Counsel, Chief Compliance Officer.
The principal office where Ccv LLC performs its advisory services is located at 295 Lafayette Street, New York, NY 10012, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-661-7677. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cadre.com.