Overview
Assets Under Management: $4.5 billion
High-Net-Worth Clients: 48
Average Client Assets: $17.3 million
Frequently Asked Questions
CBP QUILVEST S.A. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288468), CBP QUILVEST S.A. is subject to fiduciary duty under federal law.
CBP QUILVEST S.A. serves 48 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, CBP QUILVEST S.A. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CBP QUILVEST S.A. manages $4.5 billion in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, CBP QUILVEST S.A. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.44%
Average Client Assets: $17.3 million
Total Client Accounts: 1,807
Discretionary Accounts: 1,738
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 288468
Filing ID: 1745827
Last Filing Date: 2023-03-31 13:28:00