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COVISION ADVISORS LLC

CRD 285328 · SEC 801-110048

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485 MADISON AVENUE - 23RD FL., NEW YORK, NY, 10022, United States

Phone

212-584-2100

Fax

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

TypeClientsAUM
Pooled investment vehicles10$679.3M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD