# CVP Management, Inc.

> CVP Management, Inc. is an exempt reporting adviser in Cambridge, MA, filing reports since 2013. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 169433
- Filed as: CVP MANAGEMENT, INC.
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169433
- AdvisorCensus page: https://advisorcensus.com/firm/cvp-management-inc-cambridge-ma-169433

## Quick answers

**Where is CVP Management, Inc. located?**
CVP Management, Inc.'s principal office is in Cambridge, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**How does CVP Management, Inc. report to regulators?**
CVP Management, Inc. is an exempt reporting adviser, filing reports since 2013. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 169433.

**Does CVP Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169433

## From the Form ADV filing

### Firm details
- Reporting since: 2013 (12 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | Not reported | Not reported | March 31, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CVP Management, Inc. (CRD 169433): Form ADV filing data as of October 2026.