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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 25 | increased by8 |
| Apr 1, 2026 | Clients | 50 | 49 | decreased by1 |
| Apr 1, 2026 | AUM | $4,381,575,030 | $4,980,553,138 | increased by$598,978,108 |
| Apr 1, 2026 | Accounts | 50 | 49 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 17 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 50 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $531,956,508 | $4,381,575,030 | increased by$3,849,618,522 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 50 | increased by39 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 7 | 11 | increased by4 |
| Apr 1, 2022 | AUM | $548,227,822 | $531,956,508 | decreased by$16,271,314 |
| Apr 1, 2022 | Accounts | 7 | 11 | increased by4 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JVP MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JVP 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.