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CINVEN, INC.

CRD 323534File 801-127053
APPROVED
Custody
Filing as of Aug 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.28B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $3.28B
Clients
1
12 accounts
Employees
20
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Dec 19, 2022
Principal office
12 EAST 49TH STREET, TOWER 49, NEW YORK, NY, 10017
Phone
+1 212 328 1980

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.28B
Discretionary AUM
$0
Non-discretionary AUM
$3.28B
Discretionary accounts
0
Non-discretionary accounts
12
Total accounts
12
AUM per client
$3.28B

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$3.28B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — COSTS FOR ADVISORY SERVICES + AN ADDITIONAL PERCENTAGE OF COSTS

Advisory activities

  • Other advisory activities

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$3,695,299,893$3,277,065,546decreased by$418,234,347
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CINVEN” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CINVEN” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.