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Cavu Capital Advisors, LLC (South Norwalk)


Cavu Capital Advisors, LLC is a large advisory firm based in South Norwalk. It manages $195 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2006.

Cavu Capital Advisors 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.

Cavu Capital Advisors: assets under management

The assets under management (AUM) of Cavu Capital Advisors, LLC is $195 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1850% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $195 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.86 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cavu Capital Advisors, 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.

Based in South Norwalk

The principal office where Cavu Capital Advisors, LLC performs its advisory services is located at 20 Marshall Street, South Norwalk, CT 06854, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-286-0440 or by fax 203-286-0441. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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