|
⚲
|
| BV Investment Partners LP
✚
| |
|---|---|
| CRD # | 159349 |
| SEC # | 801-73263 |
| CIK # | |
| AUM | $5.7 BB (2024-03-28) |
| Employees | 40 (72% Investors, 0% Brokers) |
| Phone | 617-350-1500 |
| Address | 125 High Street Boston, MA 02110-2018 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | BV RN Continuation Fund LP | [2024-03-28] | 0.0 | 157.5 |
| PE | BVIP Fund Xi LP | [2023-03-29] | 710.7 | 731.3 |
| PE | BVIP Parallel Fund Xi LP | [2023-03-29] | 1,043.1 | 1,070.3 |
| PE | BVIP Fund X LP | [2021-03-29] | 526.3 | 915.7 |
| PE | BVIP Parallel Fund X LP | [2021-03-29] | 595.7 | 1,029.4 |
| PE | BVIP Fund IX LP | [2018-03-26] | 423.9 | 755.2 |
| PE | BVIP Parallel Fund IX LP | [2018-03-26] | 326.1 | 577.8 |
| PE | BVIP Fund VIII LP | [2013-03-20] | 475.0 | 321.9 |
| PE | Boston Ventures Limited Partnership V | 2012-02-10 | 5.7 | |
| PE | Boston Ventures Limited Partnership VI | 2012-02-10 | 57.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 5.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 5.7 |
| By Discretionary | ||
| Discretionary | 10 | 5.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.6 | |
| Total | 10 | 5.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Andrew Davis | 12 | |||
| Stuart Brown | 7 | |||
| Justin Harrison | 11 | |||
| Vikrant Raina | 10 | |||
| Matthew Kinsey | 9 | |||
| Sean Wilder | 5 | |||
| Justin Garrison | 4 | |||
| Roberto Ramirez | 4 | |||
| Elizabeth Granvillesmith | 4 | |||
| Marco Ferrari | 4 | |||
| View All | ||||
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|---|---|---|
|
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✚
|
TX | 5.9 |
|
Freeman Spogli Management Co LP
✚
|
CA | 5.9 |
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PA | 5.9 |
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Vivo Capital LLC
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CA | 5.8 |
|
Trivest Investment Advisors LLC
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FL | 5.6 |
|
MGG Investment Group LP
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|
NY | 5.6 |
|
PPC Investment Partners LP
✚
|
IL | 5.6 |
|
Aurora Capital Partners Management VI LP
✚
|
CA | 5.5 |
|
Incline Management LP
✚
|
PA | 5.5 |
|
Revelstoke Capital Management LLC
✚
|
CO | 5.5 |