Capvisor Associates, LLC
● SEC registered since 2017CRD 289154SEC# 801-110889
Reg. AUM
$633.1M
Employees
6
Accounts
25
Location
—
About Capvisor Associates
CapVisor Associates provides insurance-focused asset management consulting and outsourced CIO services. Work includes strategic asset allocation, manager search and monitoring, and investment program design tailored to insurers' regulatory and capital constraints.
Summary based on the firm’s website.
Capvisor Associates, LLC assets under management
Capvisor Associates, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $633.1 million in regulatory assets under management and employs 6 people.
Capvisor Associates, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Eric Terzer Control | Member | Over 75% | 2008 |
| Susan (nmn) Levy Control | Chief Compliance Officer | 25-50% | 2009 |
Frequently asked questions
How much does Capvisor Associates, LLC manage?
Capvisor Associates, LLC reports $633.1 million in regulatory assets under management on its Form ADV.
How many employees does Capvisor Associates, LLC have?
Capvisor Associates, LLC reports 6 employees.
Does Capvisor Associates, LLC disclose fund performance?
Capvisor Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 9736656370 |
| Office hours | 9-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1958 |
| Discloses disciplinary history | No |
Regulatory AUM
$633.1M▼ 6%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$633.1Mregulatory AUM
Discretionary $0Non-discretionary $633.1M