CVR PORTFOLIO FUNDS LLC

BOSTON, Massachusetts·2 registered advisors·CRD# 169227

SEC# 801-788400857-243-6364

01

Firm Overview

AUM

$15M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (pooled investments)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at CVR PORTFOLIO FUNDS LLC

2 registered advisors

Peter Kurt Higgins

BOSTON, Massachusetts

William Fox Monaghan

BOSTON, Massachusetts

05

Office Locations

BOSTON, Massachusetts

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Data sourced from SEC Form ADV filings. CVR PORTFOLIO FUNDS LLC (CRD# 169227) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.