Capvisor Associates, LLC
Capvisor Associates, LLC is an SEC-registered ria with $633.1M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Capvisor Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289154, SEC 801-110889, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $633.1M (2026-03-26)
- Firm type
- Ria
- Employees
- 6
- Clients
- 4
- CRD
- 289154
- Ownership
- TERZER, CARL, ERIC; LEVY, SUSAN, (NMN)
How much AUM does Capvisor Associates, LLC have?
Capvisor Associates, LLC reported $633.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Capvisor Associates, LLC?
Disclosed owners and executives of Capvisor Associates, LLC include TERZER, CARL, ERIC, LEVY, SUSAN, (NMN). Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.