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CV Securities Analysis
CV SECURITIES ANALYSIS, LLC is a state-registered investment adviser. The firm manages approximately $485,728 in regulatory assets. It has 1 employee and 1...
Overview
CV SECURITIES ANALYSIS, LLC is a state-registered investment adviser. The firm manages approximately $485,728 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1998
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at CV Securities Analysis?
The firm does not publicly disclose named principals or portfolio managers. Investment decisions are presumed to be made by the founding team, but no individual is identified in public record.
What is the firm's investment style?
The firm emphasizes fundamental, bottom-up research with a value orientation, targeting concentrated public-market portfolios. This approach contrasts with passive indexing or quantitative strategies.
How does CV Securities Analysis source investment ideas?
The firm relies on proprietary in-house fundamental research, including financial statement analysis and macroeconomic assessment. No external deal-sourcing or co-investment network has been disclosed.
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