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CVC Advisors (u.s.)

SEC-registered adviser since 2015New York, NYCRD 174050

20
Clients
54
Advisory staff

From Form ADV filed 14 September 2026 · data retrieved 15 October 2026SEC record

CVC Advisors (u.s.) is an investment adviser headquartered in New York, New York, and registered with the SEC since 2015. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include other arrangements. CVC Advisers (luxembourg) S.a R.L. owns 75% or more of CVC Advisors (u.s.).

Clients

CVC Advisors (u.s.) serves 20 clients. The average client has about $1.28 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles20 clients100%
Show client breakdown
Pooled investment vehicles
Clients
20
Regulatory AUM
$25,560,740,629
Share
100.0%
Avg. per client
$1.28B

Total

Clients
20
Regulatory AUM
$25,560,740,629
Share
100%
Avg. per client
$1.28B

What it does

CVC Advisors (u.s.) provides portfolio management for pooled vehicles. It is paid through other arrangements.

CVC Advisors (u.s.) advises 1 private funds.

0.0% of assets ($0 across 0 accounts) are managed with discretion; $25.56B across 20 accounts are not. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

CVC Advisors (u.s.) has custody of client assets.

Managed account assets by custodian
  • All other custodians$25.56B100%

Ownership and leadership

CVC Advisers (luxembourg) S.a R.L. owns 75% or more of CVC Advisors (u.s.).

Who owns the firm
CVC Advisors (u.s.) Inc.· the adviser
  • CVC Advisers (luxembourg) S.a R.L.

    Control person · since January 2016

    Owns 75% or more of CVC Advisors (u.s.) Inc.

Leadership

  • Raju Hussain
    Director & Chief Compliance Officer
  • Christopher Baldwin
    Director
  • Huwaida Hassan
    Managing Director, Compliance
  • Cathrin Petty
    Director
  • Lorne Somerville
    Director
  • Christopher Stadler
    Director

Staff

  • 70 employees
  • 54 in advisory functions
  • 3 broker-dealer reps

Fees

CVC Advisors (u.s.) is paid through other.

Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, CVC Advisors (u.s.) has 5 offices (2 private residences, listed without an address), with 3 listed addresses across 3 states.

Listed office addresses by state

New York · 1 listed address

  • 767 Fifth Avenue, 14th Floor, New YorkHQ

Registration details

Legal name
CVC Advisors (u.s.) Inc.
Headquarters
767 Fifth Avenue, 14th Floor, New York, NY 10153
Website
Not reported
SEC file
801-100495
Structure
Delaware corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does CVC Advisors (u.s.) have?

CVC Advisors (u.s.) has 20 clients and manages $25.6 billion for them, as of September 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026

What services does CVC Advisors (u.s.) offer?

CVC Advisors (u.s.) provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does CVC Advisors (u.s.) have?

CVC Advisors (u.s.) has 0 investment adviser representatives registered with state securities authorities, out of 70 employees, and 54 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns CVC Advisors (u.s.)?

CVC Advisors (u.s.) is owned through a chain of holding companies by CVC Nominees Limited. Its direct owner is CVC Advisers (luxembourg) S.a R.L. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026

How does CVC Advisors (u.s.) get paid?

CVC Advisors (u.s.) is paid through other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 14 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 174050.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with CVC Advisors (u.s.) Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.