LVNA MANAGEMENT LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 317105
- Registered since
- October 1, 2021
Firm profile
FINTRXOverview
Lvna Management LLC is a privately owned limited liability company that registered with the SEC in 2021. The firm is classified as unclassified in the dataset and is owned by an individual. It does not report acting as a capital allocator, is not identified as an active ESG investor, and does not present as a multi-state adviser, pension consultant, or related adviser in the available records. The firm’s operational role centers on pooled investment vehicles: it functions as a sponsor, general partner, and managing member of funds rather than as a traditional advisory firm serving retail or institutional 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
Owners & executives
2 of 2Allan Cassis
Founder & CEOCRD 7448768
Jimmy Cassis
Chief Technical OfficerCRD 7448777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 237 S Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
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