AdvisorCensus / Financial advisors / New York / New York / JVP Management
JVP Management is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.
Quick answers
From the filingHow is JVP Management compensated?
On its Form ADV (Item 5.E, October 2026), JVP Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
How much does JVP Management charge?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is JVP Management located?
JVP Management's principal office is in New York, NY, according to its Form ADV.
Is JVP Management registered with the SEC or a state?
JVP Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313398.
How much does JVP Management manage?
JVP Management reports $4,980,553,138 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).
How have JVP Management's assets and staff changed since 2021?
In the Form ADV data for JVP Management: Regulatory assets under management: $548,227,822 in the October 2021 data and $4,980,553,138 in the October 2026 data, up 808%. Total employees: 7 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does JVP Management serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (33); insurance companies (12); high net worth individuals (3).
Which custodians does JVP Management use?
JVP Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Flagstar Bank, TD Bank and Valley National Bank as custodians holding 10% or more of its separately managed account assets.
Does JVP Management 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/313398
What changed in JVP Management's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 10 to 13. Regulatory assets under management went from $4,381,575,030 to $4,980,553,138 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
The Clients generally will pay to the Adviser a management fee (the “Management Fee”) ranging from 0.50% to 1.5% of the capital contributions or net invested capital of the Client.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,980,553,138 as of October 2026, filing dated May 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- JV Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 25. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,980,553,138 | 25 | May 6, 2026 |
| October 2025 | $4,381,575,030 | 17 | June 5, 2025 |
| October 2024 | $2,790,088,308 | 14 | June 3, 2024 |
| October 2023 | $911,021,440 | 14 | March 31, 2023 |
| October 2022 | $531,956,508 | 8 | March 29, 2022 |
| October 2021 | $548,227,822 | 7 | June 1, 2021 |
Regulatory assets under management: $548,227,822 in the October 2021 data and $4,980,553,138 in the October 2026 data, up 808%.
Total employees: 7 in October 2021 and 25 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 10 to 13.
- Regulatory assets under management went from $4,381,575,030 to $4,980,553,138 (+14%).
- January 2026
- No longer registered or notice-filed in TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. JVP Management (CRD 313398): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jvp-management-new-york-ny-313398