CV2M, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
339079

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • BRIAN GARRETT

    Co-Founder and Managing DirectorCRD 6130540

  • JASON DEHAVEN

    ControllerCRD 7530320

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth