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CVC ADVISORS (U.S.) INC.

NEW YORK, NY · CRD 174050 · IAPD ↗ · +1 212-265-6222

$25.56BRegulatory AUM
54Advisory reps
70Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
September 2026 — CVC ADVISORS (U.S.) INC. now reports 1 private fund(s) ($213.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
April 2025 — CVC ADVISORS (U.S.) INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2025 — CVC ADVISORS (U.S.) INC. reported RAUM up 36% ($15.33B -> $20.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — CVC ADVISORS (U.S.) INC. reported RAUM down 29% ($21.70B -> $15.33B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2024 — CVC ADVISORS (U.S.) INC. grew from 47 to 52 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.