# CAPVISOR ASSOCIATES, LLC

CAPVISOR ASSOCIATES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 289154
- Type: SEC-registered investment adviser
- SEC file number: 801-110889
- Phone: 9736656370
- Latest filing: 2026-03-26
- Regulatory AUM: $633.1M
- Non-discretionary AUM: $633.1M
- Clients: 6
- Accounts: 25

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Charities, Corporations, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Carl Eric Terzer | MEMBER | — |
| Susan Nmn Levy | CHIEF COMPLIANCE OFFICER | — |
| LEVY HARRY NMN | CHIEF COMPLIANCE OFFICER | — |
| TERZER CARL ERIC | MEMBER | — |
| Susan (Nmn) Levy | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289154/similar
- Related entities: https://search.stillhousedata.com/firm/289154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289154

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.