CVC MANAGER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
305012
Registered since
August 2, 2019

Firm profile

FINTRX

Overview

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

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

3 of 3
  • Jason Franklin

    CEO and Managing DirectorCRD 7160349

  • TIGHE REARDON

    Chief Financial OfficerCRD 6450378

  • STEVEN ROBINSON

    Chief Operating OfficerCRD 7160348

Contacts

2 of 2
  • Danielle D'Agostaro

    Principal & PartnerCRD 7310913

  • Matthew Maurer

    PartnerCRD 7267108

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth