{
  "crd_number": 285328,
  "slug": "covision-advisors-llc-new-york-ny-285328",
  "primary_business_name": "COVISION ADVISORS LLC",
  "legal_name": "COVISION ADVISORS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-09",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 708426166.0,
  "raum_discretionary": 708426166.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 29148108.0,
      "count": null,
      "description": "SMA",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 679278058.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/covision-advisors-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285328",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/covision-advisors-llc-new-york-ny-285328",
  "display_name": "Covision Advisors LLC",
  "summary": "Covision Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Covision Advisors LLC (CRD 285328): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Covision Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Covision Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Covision Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.625% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Covision Advisors LLC located?",
      "a": "Covision Advisors LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Covision Advisors LLC registered with the SEC or a state?",
      "a": "Covision Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285328."
    },
    {
      "q": "How much does Covision Advisors LLC manage?",
      "a": "Covision Advisors LLC reports $708,426,166 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Covision Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Covision Advisors LLC: Regulatory assets under management: $470,075,640 in the October 2021 data and $708,426,166 in the October 2026 data, up 51%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Covision Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)."
    },
    {
      "q": "Which custodians does Covision Advisors LLC use?",
      "a": "Covision Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Covision Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285328"
    },
    {
      "q": "What changed in Covision Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $628,102,670 to $708,426,166 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 470075640.0,
      "total_employees": 8,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 616182759.0,
      "total_employees": 8,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 708353747.0,
      "total_employees": 8,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 696772955.0,
      "total_employees": 8,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 628102670.0,
      "total_employees": 8,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 708426166.0,
      "total_employees": 8,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $628,102,670 to $708,426,166 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.625% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.625% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Generally, the investment management fee ranges from 0.625% to 1% per annum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.625,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, the investment management fee ranges from 0.625% to 1% per annum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/covision-advisors-llc-new-york-ny-285328.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 679278058.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 29148108.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285328",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}