# BV Investment Partners, L.P.

> 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.

- CRD: 159349
- Filed as: BV INVESTMENT PARTNERS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159349
- AdvisorCensus page: https://advisorcensus.com/firm/bv-investment-partners-l-p-boston-ma-159349

## Quick answers

**How is BV Investment Partners, L.P. compensated?**
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.

**Where is BV Investment Partners, L.P. located?**
BV Investment Partners, L.P.'s principal office is in Boston, MA, according to its Form ADV.

**Is BV Investment Partners, L.P. registered with the SEC or a state?**
BV Investment Partners, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159349.

**How much does BV Investment Partners, L.P. manage?**
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).

**How have BV Investment Partners, L.P.'s assets and staff changed since 2021?**
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.

**What types of clients does BV Investment Partners, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does BV Investment Partners, L.P. report any disciplinary disclosures?**
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

**What changed in BV Investment Partners, L.P.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $7,944,214,524
- Discretionary: $7,944,214,524
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $7,944,214,524 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 47 total, 32 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bvlp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,168,132,491 | 29 | March 29, 2021 |
| October 2022 | $3,468,013,690 | 31 | July 28, 2022 |
| October 2023 | $5,168,820,983 | 34 | March 29, 2023 |
| October 2024 | $5,672,275,510 | 40 | April 9, 2024 |
| October 2025 | $5,365,195,421 | 42 | March 26, 2025 |
| October 2026 | $7,944,214,524 | 47 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BV Investment Partners, L.P. (CRD 159349): Form ADV filing data as of October 2026.