CVA Family Office is an investment advisor in Denver with $305.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813539178
SEC advisor number
801-111938
FINRA CRD number
285035
AUM ?
$305.13 mm
(as of 2 Oct 20)
Accounts
236
(as of 2 Oct 20)
Employees
5
(5 investment advisory or research)
Address
CVA Family Office
101 UNIVERSITY BLVD
SUITE 400
DENVER
CO 80206
101 UNIVERSITY BLVD
SUITE 400
DENVER
CO 80206
Office hours
Monday - Friday, 8AM TO 5PM
Phone
3032435611
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
DKGC Investments, LLC | Member | 12/2014 | 50-75% |
Silvercloud Invesments, LLC | Member | 12/2014 | 50-75% |
Younger, Christopher, Jon | Managing Member | 08/2016 | > 75% |
Tolson, David, Chillingworth | Managing Member | 08/2016 | > 75% |
Class VI Investments, LLC | Managing Member | 08/2016 | 50-75% |
Tolson, David, Chillingworth | CCO | 08/2016 | < 5% |
Young, Dalyce, B | Member | 10/2018 | < 5% |
MDBHBZ Investments LLC | Member | 10/2018 | 25-50% |
Blackburn, Matthew, Dennis | Member | 10/2018 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Oct 24
13F-HR
Quarterly holdings report by institutional manager
9 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
21 Feb 23
13F-HR
Quarterly holdings report by institutional manager
22 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22