Mathew K. Libordi

CVC FUNDING

San Francisco , CA 94129

Some features on this profile are disabled

CRD#: 2755092

Professional summary

Mathew Kevin Libordi, CIMA®, who also goes by Mathew Libordi, Matt Libordi, Mathew Kevin Libordi, is a registered financial advisor currently at CVC FUNDING, LLC located in San Francisco , California.

Mathew is registered as a RR (Registered Representative) and started their career in finance in 1996. Mathew has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 52 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mathew Libordi | Matt Libordi | Mathew Kevin Libordi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mathew Kevin Libordi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 4, 2025 - Present

CVC FUNDING, LLC

Office #1: 39 Mesa Street Suite 212, San Francisco , CA 94129

CRD#: 277056

San Francisco , CA

Past

May 8, 2023 - August 19, 2025

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

October 9, 2013 - May 8, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

January 3, 2012 - September 25, 2013

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

SAN FRANCISCO, CA

Past

November 5, 2009 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

CRD#: 146183

BLOOMFIELD HILLS, MI

Past

March 26, 2009 - September 25, 2013

BLACKROCK FUND ADVISORS

RIA

CRD#: 105247

SAN FRANCISCO, CA

Past

March 25, 2009 - December 31, 2009

BLACKROCK EXECUTION SERVICES

CRD#: 39438

NEW YORK, NY

Past

July 1, 2004 - March 26, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

July 1, 2004 - March 26, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 29, 2003 - July 7, 2004

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

April 16, 2002 - July 7, 2004

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

May 22, 2001 - January 2, 2002

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

July 2, 1996 - May 21, 2001

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/5/2025)

Alaska
(9/8/2025)

Arizona
(9/9/2025)

Arkansas
(9/17/2025)

California
(9/5/2025)

Colorado
(9/9/2025)

Connecticut
(9/5/2025)

Delaware
(9/8/2025)

District of Columbia
(9/8/2025)

Florida
(9/5/2025)

Georgia
(9/5/2025)

Hawaii
(9/5/2025)

Idaho
(9/5/2025)

Illinois
(9/10/2025)

Indiana
(9/18/2025)

Iowa
(9/8/2025)

Kansas
(9/5/2025)

Kentucky
(9/8/2025)

Louisiana
(9/5/2025)

Maine
(9/8/2025)

Maryland
(9/10/2025)

Massachusetts
(10/3/2025)

Michigan
(9/8/2025)

Minnesota
(9/9/2025)

Mississippi
(9/5/2025)

Missouri
(9/15/2025)

Montana
(9/9/2025)

Nebraska
(9/10/2025)

Nevada
(9/8/2025)

New Hampshire
(9/5/2025)

New Jersey
(9/8/2025)

New Mexico
(9/8/2025)

New York
(9/7/2025)

North Carolina
(9/8/2025)

North Dakota
(9/15/2025)

Ohio
(9/10/2025)

Oklahoma
(9/8/2025)

Oregon
(9/8/2025)

Pennsylvania
(9/5/2025)

Puerto Rico
(9/15/2025)

Rhode Island
(9/5/2025)

South Carolina
(9/8/2025)

South Dakota
(9/5/2025)

Tennessee
(9/5/2025)

Texas
(9/5/2025)

Utah
(9/5/2025)

Vermont
(9/5/2025)

Virginia
(9/9/2025)

Washington
(9/8/2025)

West Virginia
(9/9/2025)

Wisconsin
(9/10/2025)

Wyoming
(9/8/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 4/28/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/9/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/1996

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 7/1/1996

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 3/16/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

CVC FUNDING, LLC

CVC CAPITAL MARKETS | CVC FUNDING, LLC | CVC CREDIT PARTNERS 712, LLC

CRD#: 277056 / SEC#: , 8-69650

Broker-Dealer Firm Regulated by FINRA (New York district office)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

767 Fifth Avenue 14th Floor, New York, NY 10153

Mailing Address

767 Fifth Avenue 14th Floor, New York, NY 10153

Phone number

(212) 506-3858

Established

Delaware since 06/03/2015

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CVC CREDIT PARTNERS, LLC	MANAGING MEMBER	138528
HASSAN, HUWAIDA	CHIEF COMPLIANCE OFFICER	4991095
RUTITSKIY, DMITRIY	FINOP	6117665
SQUIRE, ROBERT JOHN	CEO/ PRESIDENT	6367973

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kimberly Taylor

THE WEALTH CONSULTING GROUP

IAR

Albuquerque, NM

Daniel Fisher

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

Matthew Boelter

EDELMAN FINANCIAL ENGINES

IAR

LYNNWOOD, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mathew K. Libordi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mathew Kevin Libordi's CRS (Customer Relationship Summary).

Certified licenses

Experience

JANUS HENDERSON DISTRIBUTORS US LLC

VANGUARD MARKETING CORPORATION

BLACKROCK INVESTMENTS, LLC

BLACKROCK FUND DISTRIBUTION COMPANY

BLACKROCK FUND ADVISORS

BLACKROCK EXECUTION SERVICES

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2003

Series 63

Date: 7/9/1996

SIE

Date: 10/1/2018

Series 7

Date: 9/13/1996

Series 52

Date: 7/1/1996

Series 8

Date: 3/16/1999

FINRA

Current Firm

CVC FUNDING, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CVC FUNDING, LLC

TRUST BUT VERIFY

Similar Advisors