{ "crd_number": 159349, "slug": "bv-investment-partners-l-p-boston-ma-159349", "primary_business_name": "BV INVESTMENT PARTNERS, L.P.", "legal_name": "BV INVESTMENT PARTNERS, L.P.", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 7944214524.0, "raum_discretionary": 7944214524.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 47, "advisory_employees": 32, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 7944214524.0, "count": 10 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA" ], "websites": [ "https://bvlp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159349", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/bv-investment-partners-l-p-boston-ma-159349", "display_name": "BV Investment Partners, L.P.", "summary": "BV Investment Partners, L.P. is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. BV Investment Partners, L.P. (CRD 159349): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is BV Investment Partners, L.P. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), BV Investment Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; other." }, { "q": "Where is BV Investment Partners, L.P. located?", "a": "BV Investment Partners, L.P.'s principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is BV Investment Partners, L.P. registered with the SEC or a state?", "a": "BV Investment Partners, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159349." }, { "q": "How much does BV Investment Partners, L.P. manage?", "a": "BV Investment Partners, L.P. reports $7,944,214,524 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have BV Investment Partners, L.P.'s assets and staff changed since 2021?", "a": "In the Form ADV data for BV Investment Partners, L.P.: Regulatory assets under management: $3,168,132,491 in the October 2021 data and $7,944,214,524 in the October 2026 data, up 151%. Total employees: 29 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does BV Investment Partners, L.P. serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does BV Investment Partners, L.P. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159349" }, { "q": "What changed in BV Investment Partners, L.P.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 30 to 32. Regulatory assets under management went from $5,365,195,421 to $7,944,214,524 (+48%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3168132491.0, "total_employees": 29, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3468013690.0, "total_employees": 31, "filing_date": "2022-07-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5168820983.0, "total_employees": 34, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5672275510.0, "total_employees": 40, "filing_date": "2024-04-09" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5365195421.0, "total_employees": 42, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7944214524.0, "total_employees": 47, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 30 to 32.", "Regulatory assets under management went from $5,365,195,421 to $7,944,214,524 (+48%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bv-investment-partners-l-p-boston-ma-159349.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 7944214524.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159349", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }