BV INVESTMENT PARTNERS, L.P.
Adviser information for BV INVESTMENT PARTNERS, L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 40 |
|---|---|
| Investment Advisory/Research | 29 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $5.7B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $5.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $5.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 9 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMCARRIED INTEREST |
Identifiers
| SEC RIA File Number | 801-73263 |
|---|---|
| SEC ERA File Number | 801-73263 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159349 |
| Legal Entity Identifier | None |
Principal Office
125 HIGH STREET16TH FLOOR, HST
BOSTON
MA
United States
Monday - Friday, 9-5
Tel: 617-350-1500, Fax: 617-350-1570
Websites
Chief Compliance Officer
JONATHAN HOLMES
CHIEF FINANCIAL OFFICER
125 HIGH STREET
16TH FLR, HST
BOSTON
MA
United States
Tel:
617-350-1595
Fax:
617-350-1596
J******@*******M
(Full email address available in API data)
Regulatory Contact
ANNE BUCKLEY
COMPLIANCE CONSULTANT
333 TAMIAMI TRAIL S
SUITE 291
VENICE
FL
United States
Tel:
6172716736
A***@***************M
(Full email address available in API data)
Industry Affiliates
| BOSTON VENTURES COMPANY VII, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BV RN GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BVIP FUND IX GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BVIP FUND X GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BVIP FUND XI GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BVIP GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BVIP OFFSHORE GP, LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BOSTON VENTURES LIMITED PARTNERSHIP VII | Private Equity Fund | $113.3M | $0.3M | 89 |
| BV RN CONTINUATION FUND LP | Private Equity Fund | $157.5M | $0.1M | 34 |
| BVIP (PARALLEL) FUND IX, L.P. | Private Equity Fund | $577.8M | $0.1M | 24 |
| BVIP (PARALLEL) FUND X, L.P. | Private Equity Fund | $1,029.4M | $0.1M | 35 |
| BVIP (PARALLEL) FUND XI, LP. | Private Equity Fund | $1,070.3M | $0.1M | 62 |
| BVIP FUND IX, L.P. | Private Equity Fund | $755.2M | $0.1M | 83 |
| BVIP FUND VIII, LP | Private Equity Fund | $321.9M | $0.1M | 86 |
| BVIP FUND X, L.P. | Private Equity Fund | $915.7M | $0.1M | 68 |
| BVIP FUND XI, L.P. | Private Equity Fund | $731.3M | $0.1M | 111 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RAINA, VIKRANT, NMN | Individual | – | MANAGING PARTNER, CEO | 05/2008 | > 75% |
| RAINA, VIKRANT, NMN | Individual | – | LIMITED PARTNER | 05/2017 | > 75% |
| HOLMES, JONATHAN, ROBERT | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 07/2015 | < 5% |
| CARTER, MARGARET, CHAPIN | Individual | – | PRESIDENT AND CHIEF OPERATING OFFICER | 09/2016 | < 5% |
| BVIP HOLDCO, LLC | Domestic Entity | – | GENERAL PARTNER | 05/2017 | < 5% |
| RAINA, VIKRANT, NMN | Individual | BVIP HOLDCO, LLC | MANAGING MEMBER | 05/2017 | > 75% |