# CVC Advisors (U.S.) Inc.

> CVC Advisors (U.S.) Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 174050
- Filed as: CVC ADVISORS (U.S.) INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174050
- AdvisorCensus page: https://advisorcensus.com/firm/cvc-advisors-u-s-inc-new-york-ny-174050

## Quick answers

**How is CVC Advisors (U.S.) Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), CVC Advisors (U.S.) Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CVC Advisors (U.S.) Inc. located?**
CVC Advisors (U.S.) Inc.'s principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is CVC Advisors (U.S.) Inc. registered with the SEC or a state?**
CVC Advisors (U.S.) Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174050.

**How much does CVC Advisors (U.S.) Inc. manage?**
CVC Advisors (U.S.) Inc. reports $25,560,740,629 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (0% discretionary).

**How have CVC Advisors (U.S.) Inc.'s assets and staff changed since 2021?**
In the Form ADV data for CVC Advisors (U.S.) Inc.: Regulatory assets under management: $15,989,046,667 in the October 2021 data and $25,560,740,629 in the October 2026 data, up 60%. Total employees: 48 in October 2021 and 70 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CVC Advisors (U.S.) Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20).

**Does CVC Advisors (U.S.) Inc. 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/174050

**What changed in CVC Advisors (U.S.) Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $20,917,156,293 to $25,560,740,629 (+22%). Added an office in London. No longer lists an office in Boston, MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $25,560,740,629
- Discretionary: $0
- Non-discretionary: $25,560,740,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $25,560,740,629 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 70 total, 54 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- London
- Miami, FL
- San Francisco, CA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,989,046,667 | 48 | July 13, 2021 |
| October 2022 | $25,409,533,681 | 52 | April 25, 2022 |
| October 2023 | $21,704,384,171 | 58 | March 31, 2023 |
| October 2024 | $15,328,690,802 | 66 | July 30, 2024 |
| October 2025 | $20,917,156,293 | 71 | June 16, 2025 |
| October 2026 | $25,560,740,629 | 70 | September 14, 2026 |

Regulatory assets under management: $15,989,046,667 in the October 2021 data and $25,560,740,629 in the October 2026 data, up 60%.
Total employees: 48 in October 2021 and 70 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $20,917,156,293 to $25,560,740,629 (+22%).
- Added an office in London.
- No longer lists an office in Boston, MA.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CVC Advisors (U.S.) Inc. (CRD 174050): Form ADV filing data as of October 2026.