|Elliot Dornbusch||Founding Partner & Chief Executive Officer|
|Alex Mann||Founding Partner & Chief Financial Officer|
|Matthew J. Storm||Founding Partner & Chief Operating Officer|
|Yan Zelener||Director of Research|
|Shawn Harrington||Head of Equity Research & Portfolio Manager|
|Jason Alper||Head of Credit Research|
|Ricardo Saias||Portfolio Manager|
|Ben Ghofranian||Director of Technology|
|Julio De La Piedra||Data Custodian|
|Richard Halluk||Director of Audit & Accounting|
|Amethyst Paw||Portfolio Accountant|
|Miriam Citronowicz||Portfolio Accountant|
|Evens Brice||Portfolio Accountant|
|Phyllis Mamuyac-Farquhar||Portfolio Accountant|
|Orlando Hechavarria||Portfolio Accountant|
|Kara Dowley||Portfolio Accountant|
|Tatiana Mikhaylova||Junior Portfolio Accountant|
|Jose Da Gama||Head of Trading|
|Adriana Liao Vilhena||Family Assistant|
|Revati Roberts||Chief Compliance Officer|
|Veronica Marrero||Family Assistant & Office Manager|
|Catalina Arias||Family Assistant|
|Address||19495 Biscayne Boulevard Suite 808, Aventura Florida 33180|
|Bloomberg 2014||Bloomberg Markets’ Annual Ranking of Family Offices 2014|
|Forbes||Top 50 Wealth Managers|
|Bloomberg 2013||Bloomberg Markets’ Annual Ranking of Family Offices 2013|
|Financial Times||Special Report on International Family Offices|
|Private Wealth||Fastest Growing Family Offices|
|When clicking this news media link, you are leaving the CV Advisors website and entering a third-party website. This website is not affiliated with, sponsored by, or endorsed by any third party site. The information contained herein, while not guaranteed as to accuracy or completeness, has been obtained from sources believed to be reliable.|
CV Advisors LLC (the “Firm” or “CV”) is committed to protecting and safeguarding the personal and financial information that our clients have entrusted to us. To that end, we are providing you with a copy of our current Privacy Notice to remind you of our concern for and our efforts related to the protection of your personal, non-public information.
In the course of doing business with clients, CV Advisors collects confidential information about clients. “Confidential personal information” is financial and any other information about our clients that is non-public and personally identifiable such as name, address, date of birth, financial account numbers or social security numbers. Such information may also include the amount of your investments, representations about your assets and income you made and representations of sources of your funds.
Disclosure of Information
All information given to CV Advisors and all recommendations and advice furnished by the Firm to the client will be kept confidential and will not be disclosed to anyone, except as we may be required to do so by law or as specifically instructed by our clients. Accordingly, it may disclose confidential information about clients:
- To government entities, in response to subpoenas, information requests, or to comply with applicable laws or regulations;
- When clients instruct, or consent to, CV Advisors making such disclosure to service providers that are employed by or on behalf of the client, such as external accountants, outside counsels, and other financial service providers that custody the client’s assets or process the client’s transactions (including custodians, broker-dealers, prime brokers, third party administrators and banks). The Firm will only share the appropriate confidential information necessary to ensure that we are able to provide the highest level of service to the client.
Information About Former Clients
Even if a client no longer has an account with CV Advisors, we will adhere to the privacy policies and practices described in this notice.
How CV Safeguards Information
Within CV Advisors, access to confidential information about clients is limited to our employees and in some cases to third parties (for example, the service providers described above) as may be permitted or required by applicable laws or regulations. The Firm maintains physical, electronic and procedural safeguards to guard clients’ confidential information. Amongst these safeguards, all of the Firm’s employees are required to sign confidentiality agreements as a condition of their employment.
If this Privacy Notice changes in any material way, you will be notified through appropriate means. If you have questions or comments about our privacy notice, please call us at (305) 358-5990 for further information or explanation.
Important Disclosure Information
CV Advisors LLC(“CV”) is an SEC registered investment adviser located in Miami, Florida. CV and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CV maintains clients. CV may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CV’s website is limited to the dissemination of general information pertaining to its advisory business, together with access to additional unaffiliated third party publications and links. Accordingly, the publication of CV’s website on the Internet should not be construed by any consumer and/or prospective client as CV’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CV with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CV, please contact the SEC or the state securities regulators for those states in which CV maintains a notice filing. A copy of CV’s current written disclosure statement discussing CV’s business operations, services, and fees is available from CV upon written request. CV does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CV’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CV is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CV by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Each client and prospective client agrees, as a condition precedent to his/her/its access to CV’s website, to release and hold harmless CV, its owners and employees from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from CV.
CV Advisors is a global multi-family office headquartered in Miami, Florida. The Firm is independently owned and operates as a SEC registered investment adviser.