# Covision Advisors LLC

> 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.

- CRD: 285328
- Filed as: COVISION ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285328
- AdvisorCensus page: https://advisorcensus.com/firm/covision-advisors-llc-new-york-ny-285328

## Quick answers

**How is Covision Advisors LLC compensated?**
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.

**How much does Covision Advisors LLC charge?**
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.

**Where is Covision Advisors LLC located?**
Covision Advisors LLC's principal office is in New York, NY, according to its Form ADV.

**Is Covision Advisors LLC registered with the SEC or a state?**
Covision Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285328.

**How much does Covision Advisors LLC manage?**
Covision Advisors LLC reports $708,426,166 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Covision Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Covision Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Which custodians does Covision Advisors LLC use?**
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.

**Does Covision Advisors LLC report any disciplinary disclosures?**
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

**What changed in Covision Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $628,102,670 to $708,426,166 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.625% to 1% a year (a range, as the brochure states it)

> Generally, the investment management fee ranges from 0.625% to 1% per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $708,426,166
- Discretionary: $708,426,166
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $679,278,058 |
| Charitable organizations | Fewer than 5 | $0 |
| Other | Fewer than 5 | $29,148,108 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @covision-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $470,075,640 | 8 | March 22, 2021 |
| October 2022 | $616,182,759 | 8 | March 30, 2022 |
| October 2023 | $708,353,747 | 8 | March 24, 2023 |
| October 2024 | $696,772,955 | 8 | March 27, 2024 |
| October 2025 | $628,102,670 | 8 | March 25, 2025 |
| October 2026 | $708,426,166 | 8 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $628,102,670 to $708,426,166 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Covision Advisors LLC (CRD 285328): Form ADV filing data as of October 2026.