CAPVISOR ASSOCIATES, LLC
· CRD 289154
SEC-registered investment adviser since 2017 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$633.1m
- Main clients (by assets)Insurers 96%, High net worth individuals 4%
- Websitecapvisorassociates.com
- Form ADV · 2026-03-26SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)6 · 3 in investment roles