Capvisor Associates, LLC
● SEC registered since 2017CRD 289154SEC# 801-110889
Reg. AUM
$633.1M
Employees
6
Accounts
25
Location
—
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$633.1Mregulatory AUM
Discretionary $0Non-discretionary $633.1M