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JVP MANAGEMENT
Legal name: JV MANAGEMENT LLC
CRD 313398File 801-121656
APPROVED
Retail clients
Custody
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.98B
Top 25% of cohort (national)
Discretionary AUM
$4.98B
Clients
49
49 accounts
Employees
25
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 2, 2021
- Principal office
- 712 5TH AVENUE, 51ST FLOOR, NEW YORK, NY, 10019
- Phone
- 607-203-9401
- Website
- https://www.jvpmgmt.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.98B
- Discretionary AUM
- $4.98B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 49
- Non-discretionary accounts
- 0
- Total accounts
- 49
- AUM per client
- $101.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | 1 | $253.6M |
| Insurance companies | 12 | $2.17B |
| High net worth individuals | 3 | $437.2M |
| Pooled investment vehicles | 33 | $2.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D MISCELLANEOUS COMMENTARY
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.