JVP MANAGEMENT

RIASEC RegisteredEst. 2021
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$102M
Accounts
49
Employees
25
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
313398
Registered since
June 2, 2021
Custodians
TD BANK, FLAGSTAR BANK, VALLEY NATIONAL BANK
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies43.47%
  • Pooled Investment Vehicles42.66%
  • HNWI8.78%
  • Sovereign Wealth Funds5.09%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JVP Management LLC is an SEC-registered adviser formed as an LLC in 2021 that operates primarily as a real estate fund manager. The firm serves both individual/family and institutional clients and provides portfolio management for pooled investment vehicles while acting as sponsor, general partner and managing member on those vehicles. Its fee model combines asset-based fees with performance-based compensation and other fee arrangements. JVP does not identify as an active ESG investor and is not organized as a multi-state allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 57%, Private Funds 41%, Cash & Cash Equivalents 2%57%
  • Other57%
  • Private Funds41%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • JEHAN AKHTAR

    Chief Compliance OfficerCRD 7717483

Contacts

3 of 3
  • Anthony Shaskus

    CRD 7355747

  • JOHN ILLUZZI

    Partner, MemberCRD 2279836

  • VAN NGUYEN

    Partner, MemberCRD 2229247

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth