CV2M, LLC
Firm details
- Headquarters
- SANTA MONICA, California
- CRD number
- 339079
Firm profile
FINTRXOverview
Cv2m, LLC is organized as a limited liability company with individual ownership and operates primarily through pooled investment vehicles. Its public profile classifies it as unclassified and does not list a year of SEC registration. The firm is not identified as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state adviser or pension consultant. Firm activities center on serving as sponsor, general partner and managing member of pooled investment vehicles, indicating control and fiduciary responsibility for private funds rather than running a traditional advisory business servicing retail advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2BRIAN GARRETT
Co-Founder and Managing DirectorCRD 6130540
JASON DEHAVEN
ControllerCRD 7530320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA MONICA, CA
LOS ANGELES
Location
SANTA MONICA, CA
Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 3402 Pico Blvd
- Time zone
- PT (UTC-8)
- Office locations
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