Kvo Capital Management, LLC is a large advisory firm based in New York. It manages $167.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and New York.
Kvo Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kvo Capital Management, LLC is $167.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kvo Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brooke Stuart Parish has been acting as President since 1 Jun 2012. Timothy James Hughes joined the executive team most recently as the Chief Compliance Officer/Chief Operating Officer/Chief Financial Officer.
The principal office where Kvo Capital Management, LLC performs its advisory services is located at 400 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-568-7119. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.kvocap.com.