Corvus Financial LLC

RIAState Registered
Total AUM
$186K
Discretionary
$0
0% of AUM
Avg account
$186K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
157694
Fee structure
Performance Based Fees, Other
Client types
  • Investment Companies100%

Firm profile

FINTRX

Overview

Corvus Financial LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm reports an institutional client focus and uses performance-based and other fee arrangements. It does not describe itself as an active ESG investor, is not designated as a multi-state adviser, and is not identified as a pension consultant or capital allocator in the available data. The firm’s public profile contains limited operational detail beyond its client focus and fee model. Corvus Financial’s footprint appears very small by assets, and the firm lists allocations to private placement opportunities and one managed fund (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

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Contacts

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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

, null

Location

, null

Headquartered in , null.

Office locations

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