BV INVESTMENT PARTNERS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$7.9B
Discretionary
$7.9B
100% of AUM
Avg account
$722M
Accounts
11
Employees
47
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
159349
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BV Investment Partners, L.P. is a private equity fund adviser that structures and manages pooled investment vehicles for institutional investors. The firm’s activity centers on running private funds—serving as adviser, sponsor and general partner for pooled vehicles—rather than acting as a traditional retail wealth manager or capital allocator. BV Investment Partners integrates environmental, social and governance (ESG) considerations into its process, and its advisory mandate is focused on portfolio management for those pooled funds. Its client base is institutional, and its fee arrangements include percentage-of-AUM components alongside other fee structures typical for private fund sponsorship.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • VIKRANT RAINA

    CEO & Managing PartnerCRD 3155706

  • MARGARET CARTER

    President, COOCRD 6779831

Contacts

1 of 1
  • JONATHAN HOLMES

    Managing DirectorCRD 6098791

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
125 High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth