James Devivo
James Devivo is a registered investment advisor at Cofunder Advisors, based in West Simsbury, CT, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CoFunder Advisors receives a management fee for advising the fund of funds. This fee may vary, but will not exceed the lesser of 1% or 50% of the management fee charged by the underlying fund. The general partner of the fund of funds also receives carried interest, which will not exceed the lesser of 10% or 50% of the carried interest rate charged by the underlying fund.
Location
West Simsbury, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an AVP Risk Management/Financial Analysis Director at Cigna Reinsurance since 2002, ensuring business administration aligns with reinsurance agreements. There is no relationship between his role at Cigna Reinsurance and his work at Cofunder Advisors.
Employment History
Current Registrations
Cofunder Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.