Multi-Family OfficeRIA · CRD 332457SEC-Registered

Updated:

Quivira Advisors

Quivira Advisors, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in the United States.

Quivira Advisors

Quivira Advisors, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in the United States.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Paul L. Meyer

Founder and Managing Director

Sector focus

Wealth ManagementFinancial PlanningTax Strategy

Frequently asked questions

Who is the founder of Quivira Advisors?

Paul L. Meyer is listed as founder and managing director in SEC filings. He does not have a public biography, and the firm's website does not detail his background (per public record).

Does Quivira Advisors manage pooled investment funds?

No. The firm is registered as an RIA and acts as a multi-family office with advisory services such as financial planning, portfolio management, and tax strategy. It does not appear to raise commingled fund vehicles (per SEC Form ADV).

What is Quivira Advisors' AUM?

The firm does not publicly disclose AUM. SEC filings show no client assets reported, which is common for advisory-only RIAs that serve families on a fee-based retainer (per SEC filings).

Does Quivira Advisors make direct investments in companies?

Public record does not indicate direct private equity or venture capital investments. The firm's registered advisory role involves allocating client capital across public securities, cash, and fixed income, with no stated direct co-investment program (per SEC Form ADV).

Where is Quivira Advisors headquartered?

The firm's registered address is in New York, NY, United States. No additional regional offices have been identified in public filings (per SEC data).

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