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COVISION ADVISORS LLC
CRD 285328 · SEC 801-110048
485 MADISON AVENUE - 23RD FL., NEW YORK, NY, 10022, United States
Phone
212-584-2100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$708.4M
Discretionary AUM
$708.4M
Team
8 total employees; 7 advisory reps; 11 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $679.3M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD