BV INVESTMENT PARTNERS, L.P.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 159349
- Registered since
- March 30, 2012
- Website
- www.bvlp.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2VIKRANT RAINA
CEO & Managing PartnerCRD 3155706
MARGARET CARTER
President, COOCRD 6779831
Contacts
1 of 1JONATHAN HOLMES
Managing DirectorCRD 6098791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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