Capvisor Associates, LLC

Overview

Capvisor Associates, LLC is an SEC-registered institutional RIA formed as a limited liability company and registered in 2017. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. On the advisory side, Capvisor conducts manager selection for clients, produces periodicals or newsletters, and runs educational seminars and workshops. The firm is not listed as an active ESG investor. It is identified as owner-controlled (individual owner) rather than part of a larger adviser network.

Assets & Accounts

Investments & Alternatives

Location & Offices