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BVP MANAGEMENT COMPANY, LLC
CRD 307029File 801-125870
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$335.2M
Below cohort median (national)
Discretionary AUM
$335.2M
Clients
10
10 accounts
Employees
8
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 13, 2022
- Principal office
- 515 MADISON AVENUE, SUITE 8010, NEW YORK, NY, 10022
- Phone
- 212-970-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $335.2M
- Discretionary AUM
- $335.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $33.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $335.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEES PAID BY PORTFOLIO COMPANIES
- Performance-based fees
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 8 | 10 | increased by2 |
| Apr 1, 2026 | AUM | $369,762,766 | $335,186,930 | decreased by$34,575,836 |
| Apr 1, 2026 | Accounts | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 8 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $384,653,941 | $369,762,766 | decreased by$14,891,175 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 8 | increased by4 |
| Jul 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BVP MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BVP MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.