RIA Intelligence

CVR PORTFOLIO FUNDS LLC

CRD #169227 SEC #801-78840 BOSTON, MA 857-243-6364
SEC Registered
Total AUM
$15.1M
Discretionary
$15.1M
Employees
1
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 2, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MONAGHAN, WILLIAM, FOXIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HIGGINS, PETER, KURTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control
MONAGHAN, WILLIAM, FOXIMANAGING MEMBERD Control

Registrations

Federal

IA
Oct 2, 2019 REGISTERED

Notice Filings (1)

MA

Address

ONE BROMFIELD STREET
5TH FLOOR
BOSTON, MA 02108
United States
Phone: 857-243-6364