CAVU CONSUMER PARTNERS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$95.3M
Accounts
16
Employees
20
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
281535
Registered since
December 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cavu Consumer Partners, LLC is a venture capital-focused advisory and fund sponsor organized as an LLC and SEC-registered in 2020. The firm serves institutional clients and operates as a manager and sponsor of pooled investment vehicles — acting in GP and managing member roles for private funds. Its advisory activity centers on portfolio management for pooled vehicles rather than one-off individual wealth advisory. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BELLA FILER

    CFOCRD 6030125

Contacts

2 of 2
  • BRETT THOMAS

    Co-Founder & Managing PartnerCRD 4583003

  • ROHAN OZA

    Co-Founder & Managing DirectorCRD 6563631

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
515 W 20th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth