# CV Securities Analysis

CV Securities Analysis is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298460

## About

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.

## Sectors

- Investment Management
- Equities
- Fixed Income

## 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.

## Related profiles

- [BSV SPV MANAGEMENT, LLC](https://altss.com/profile/bsv-spv-management-llc)
- [LakeWealth Capital](https://altss.com/profile/lakewealth-capital-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cv-securities-analysis-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology