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Cavu Consumer Partners, LLC
SEC-regulated
Registered investment advisor
CAVU Consumer Partners, LLC is an investment advisory firm specializing in high-growth branded consumer products and services companies, primarily focusing on health and wellness-conscious brands. Established in 2015, the firm offers investment advisory services to privately offered investment funds and special purpose vehicles. CAVU's investment strategy includes investing in startups, small-to-medium-sized companies, and later-stage companies in exchange for minority ownership positions. The firm's investment philosophy covers consumer packaged goods, food & beverage, personal care, beauty, wellness, pet care, fitness, and fast-casual sectors. CAVU provides access to multiple-asset pooled investment opportunities through funds and direct private investment opportunities through special purpose vehicles. The firm has developed a team of investment professionals, industry experts, and operational support specialists to serve its portfolio companies and investors. CAVU has discretionary authority over client portfolios and does not tailor its advisory services to individual investor needs. The firm's fee structure includes management fees and carried interest, with fees calculated based on committed capital and investment performance. CAVU complies with custody requirements and has adopted a code of ethics to ensure business conduct standards and compliance with federal securities laws. The firm rarely votes proxies but has procedures in place to address conflicts of interest if the need arises. Overall, CAVU focuses on providing strategic investment advice to its clients in the consumer products and services sector.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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