CVC MANAGER, LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 305012
- Registered since
- August 2, 2019
- Website
- www.wvvcapital.com
Firm profile
FINTRXOverview
CVC Manager, LLC is a limited liability company that registered with the SEC in 2019. The firm functions primarily as an adviser and sponsor/GP of pooled investment vehicles rather than a traditional wealth manager; its recorded industry roles include acting as an investment adviser to other vehicles, an insurance company affiliate, and the sponsor or managing member of pooled funds. The firm does not identify as a capital allocator, does not report active ESG investing, and is not registered as a multi-state adviser.
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
Owners & executives
3 of 3Jason Franklin
CEO and Managing DirectorCRD 7160349
TIGHE REARDON
Chief Financial OfficerCRD 6450378
STEVEN ROBINSON
Chief Operating OfficerCRD 7160348
Contacts
2 of 2Danielle D'Agostaro
Principal & PartnerCRD 7310913
Matthew Maurer
PartnerCRD 7267108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 1433 N Water St
- Time zone
- CT (UTC-6)
- Office locations
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