HVPF MANAGER II, LLC

RIASEC RegisteredEst. 2022
Total AUM
$527M
Discretionary
$527M
100% of AUM
Avg account
$176M
Accounts
3
Employees
47
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
318754
Registered since
April 22, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hvpf Manager II, LLC is an SEC-registered manager (registered in 2022) organized as a limited liability company that operates as a real estate fund adviser. The firm serves institutional clients and focuses its advisory activity on portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. Its compensation structure combines a percentage-of-assets-under-management fee with performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW DOTY

    Chief Accounting & Compliance OfficerCRD 7522607

Contacts

2 of 2
  • ANDREW CAVALUZZI

    Partner, Co-FounderCRD 7522606

  • JASON BORDAINICK

    Co-Founder & Managing PartnerCRD 7522603

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
200 Vesey St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth