# 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.

- CRD: 313398
- Filed as: JVP MANAGEMENT
- Legal name: JV Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313398
- AdvisorCensus page: https://advisorcensus.com/firm/jvp-management-new-york-ny-313398

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Flagstar Bank
- TD Bank
- Valley National Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,980,553,138
- Discretionary: $4,980,553,138
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $437,180,125 |
| Pooled investment vehicles (other than investment companies and business development companies) | 33 | $2,124,507,359 |
| Insurance companies | 12 | $2,165,277,361 |
| Sovereign wealth funds and foreign official institutions | 1 | $253,588,293 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 25 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jvpmgmt.com
- LinkedIn @jvp-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $548,227,822 | 7 | June 1, 2021 |
| October 2022 | $531,956,508 | 8 | March 29, 2022 |
| October 2023 | $911,021,440 | 14 | March 31, 2023 |
| October 2024 | $2,790,088,308 | 14 | June 3, 2024 |
| October 2025 | $4,381,575,030 | 17 | June 5, 2025 |
| October 2026 | $4,980,553,138 | 25 | May 6, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JVP Management (CRD 313398): Form ADV filing data as of October 2026.