Constellation Wealth Invests in CV Advisors


May 22, 2024

On May 15, 2024, Constellation Wealth Capital, LLC announced that it acquired a minority interest in CV Advisors LLC.

Constellation Wealth Capital, LLC (“CWC”), on May 15, 2024, announced that it had acquired an interest in CV Advisors LLC (“CV Advisors”). Per CV Advisor’s most recent Form ADV, CWC has between 10% and 25% interest in CV Advisors. Further terms of the deal were not disclosed.

CWC, based in Chicago, Illinois, is a registered investment advisor and an alternative asset management platform dedicated to the wealth management sector. As of March 2024, CWC had approximately $549.7 million in assets under management. CWC is minority-backed by Blue Owl Capital Investments (NYSE: OWL) (“Blue Owl”). As of March 2024, Blue Owl had over $174 billion in assets under management.

CV Advisors, based in Aventura, Florida, is a registered investment advisor providing wealth management mainly on a non-discretionary basis and reporting services for clients with real estate and family operating interest. As of April 2024, CV Advisors had approximately $9.7 billion in assets under management.

To read the press release: please click here.

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