CVP MANAGEMENT, INC.
Adviser information for CVP MANAGEMENT, INC. last updated from Form ADV on March 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-78893 |
|---|---|
| SEC ERA File Number | 802-78893 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169433 |
| Legal Entity Identifier | None |
Principal Office
245 MAIN STREETCAMBRIDGE
MA
United States
Monday - Friday, 9-5
Tel: 617-721-6853, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| COMMONANGELS MANAGEMENT III, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| CONVERGE FUND I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| CONVERGE FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| CONVERGE MANAGEMENT COMPANY, LP | Other investment adviser, including financial planners |
| CONVERGE VENTURE PARTNERS MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COMMONANGELS FUND III, L.P. | Venture Capital Fund | $0.8M | $0.1M | 89 |
| CONVERGE VENTURE PARTNERS FUND I LP | Venture Capital Fund | $64.2M | $0.2M | 117 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEYMANN, MAIA, DEVERE | Individual | – | SENIOR MANAGING DIRECTOR OF CVP MANAGEMENT, INC. | 03/2013 | 10-25% |
| VON BLEYLEBEN, PETER, R. | Individual | – | BOARD MEMBER OF CVP MANAGEMENT, INC. | 03/2013 | 10-25% |
| MACEY, ANDREW, S. | Individual | – | BOARD MEMBER OF CVP MANAGEMENT, INC. | 01/2011 | 10-25% |
| GESHWILER, JAMES | Individual | – | MEMBER OF COMMONANGELS MANAGEMENT III, L.L.C. | 06/2010 | 25-50% |
| HEYMANN, MAIA, DEVERE | Individual | – | MEMBER OF COMMONANGELS MANAGEMENT III, L.L.C. | 02/2013 | 25-50% |
| SHEEHAN, CHRISTOPHER, J. | Individual | – | MEMBER OF COMMONANGELS MANAGEMENT III, L.L.C. | 06/2010 | 10-25% |
| GESHWILER, JAMES | Individual | – | MEMBER OF CONVERGE VENTURE PARTNERS MANAGEMENT LLC | 10/2013 | > 75% |
| HEYMANN, MAIA, DEVERE | Individual | – | MEMBER OF CONVERGE VENTURE PARTNERS MANAGEMENT LLC | 10/2013 | < 5% |
| MCKAY, PETER | Individual | – | CHAIRMAN OF CVP MANAGEMENT, INC. | 05/2014 | 10-25% |
| JOUBERT, PAUL, G. | Individual | – | BOARD MEMBER OF CVP MANAGEMENT, INC. | 01/2015 | 10-25% |
| KING, JASON, M | Individual | – | CHIEF FINANCIAL OFFICER OF CVP MANAGEMENT, INC. | 01/2018 | < 5% |