CVC FUNDING, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
277056
Registered since
April 21, 2016

Firm profile

FINTRX

Overview

CVC Funding, LLC is organized as a limited liability company that registered with the SEC in 2016. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available data and is not identified as a capital allocator. Regulatory/operational flags in the record show the adviser is not marked as a multi-state adviser, is not an active ESG investor, and is not listed as a pension consultant or related adviser. The dataset does not include descriptions of the firm’s advisory services, client types, fee model, or investment process.

Assets & Accounts

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

Owners & executives

2 of 2
  • HUWAIDA HASSAN

    Managing Director, Chief Compliance OfficerCRD 4991095

  • DMITRIY RUTITSKIY

    CFO/FINOPCRD 6117665

Contacts

3 of 34
  • Aubrey Ballard

    Registered RepresentativeCRD 6990228

  • ESTHER ROMBAUT ENRIQUEZ

    Managing DirectorCRD 4027716

  • Avery Rowland

    AnalystCRD 7739052

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth