Bv Investment Partners, L.P. (Boston)

Name: Bv Investment Partners, L.P.
Address: 125 High Street, Boston, MA, 02110 2018
Telephone: 617-350-1500

Bv Investment Partners, L.P. is a large advisory firm based in Boston. It manages $1.66 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Connecticut and Massachusetts.

Bv Investment Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bv Investment Partners: assets under management

The assets under management (AUM) of Bv Investment Partners, L.P. is $1.66 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and $110.56 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.66 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $332.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bv Investment Partners, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bv Investment Partners serves?

The only and largest group of clients of Bv Investment Partners is pooled investment vehicles with 5 clients and $1.66 billion of assets under management. Among the 9 most similar advisory firms, Bv Investment Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.66 billion for 5 clients. 20% of the firm’s clients are foreign persons or businesses.

Bv Investment Partners also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.

Careers at Bv Investment Partners, L.P.

The company employs 25 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vikrant Nmn Raina	Managing partner	1 May 2008	25% - 50%	3155706
Jonathan Robert Holmes	Chief financial officer and chief compliance officer	1 Jul 2015	Other	6098791
Margaret Chapin Carter	Chief operating officer	1 Sep 2016	Other	6779831
Justin Haskell Harrison	Limited partner, managing partner	1 Apr 2017	25% - 50%	2670764
Vikrant Nmn Raina	Limited partner	1 May 2017	25% - 50%	3155706
Llc Bvip Holdco	General partner	1 May 2017	Other	82-0877486

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Justin Haskell Harrison	Managing member	1 May 2017	50% - 75%	2670764

Based in Boston

The principal office where Bv Investment Partners, L.P. performs its advisory services is located at 125 High Street, Boston, MA 02110 2018, which is also the mailing address of the firm. An additional office of the firm is in Westport, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-350-1500 or by fax 617-350-1570. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at bvlp.com.