BTV Capital LLC

Overview

BTV Capital LLC is a small, privately owned limited liability company that provides discretionary portfolio management primarily for individual and family clients and small businesses. Ownership is held by an individual and the firm charges a combination of percentage-of-AUM fees and performance-based fees. Its advisory activity is focused on direct portfolio management rather than broader capital allocation or pension consultancy work. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not reported as a related adviser to another entity. SEC registration details are not listed in the available data.

Assets & Accounts

Investments & Alternatives