Founded in 2009, CV Advisors is a multi-family office and registered investment advisor headquartered in Miami, Florida. The firm manages over $11 billion in assets under management, serving entrepreneurs, ultra-high-net-worth families, single family offices, and institutions globally.
CV Advisors invests across public equities, fixed income, private equity, private credit, alternatives, and real estate. Their philosophy: provide a highly customized, single-family office experience — combining proprietary research capabilities, institutional-quality investment management, and comprehensive financial planning.
Ranked among the Top 100 RIAs in the country and #24 in Top RIA rankings, CV Advisors has grown to serve 151+ client relationships with 81+ team members. The firm leverages proprietary technology, deep research capabilities, and a network of premier private equity and alternative managers.
"We provide ultra-high-net-worth families with a single-family office experience at scale — combining institutional investment management with deeply personalized service."
Apply to the Apex Startup Discovery Program
Aligned with CV Advisors's investment focus. Precondition: You must be an Apex Participant to submit. Registration is complimentary and includes 2 Golden Ads. This project is part of Apex Master Expos.
Apex Ecosystem with Golden Ads
"Who I Am · What I Want"
Complimentary for Apex Participants. Become an Apex Participant at myapex.me — registration is complimentary and includes 2 Golden Ads. Part of Apex Master Expos.
Apex is a living ecosystem — one of its kind. A decentralized, member-owned global business platform across 80+ countries where preferred venture partners such as CV Advisors can explore early-stage innovation quietly and selectively, while founders showcase on their MySite and gain clarity on what long-term investors truly seek. No middleman. By members, for members.