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CCV LLC
NEW YORK, NY
646-661-7677
SEC #801-106894Total AUM
$962.5M
Employees
26Clients
113Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 PARK AVENUE
15TH FLOOR
NEW YORK
NY 10022
United States
15TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
646-661-7677
Other Offices
1
Financials
Total AUM
$962.5M
Accounts
113Discretionary
$962.5M
Accounts
113Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
11AUM
$1.5M
Pooled Vehicle Clients
99AUM
$961M
Pension/Profit Sharing Plan Clients
2AUM
$29.7K
Charitable Organization Clients
1AUM
$4.2K
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTDEGAILMAMDNCNHNJNYTXWAWI
Affiliates
Affiliates
Reported 47 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.