Bvp Management Company, LLC
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Overview
Bvp Management Company, LLC operates as an advisory firm based in New York, New York. The company administers $422.1 million in assets under management across six accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). It has a small team, including 8 financial advisors. Bvp Management Company, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like options, equities and bonds.
Bvp Management Company, LLC administers all of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction choices for the client's account without needing the client's authorization. The advisory firm's average account size is $70.3 million. The typical financial advisor at Bvp Management Company, LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Bvp Management Company, LLC's central office is located at 745 Fifth Avenue, New York, New York 10151.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bvp Management Company, LLC by the Numbers
$422.1 million
8
6
$70.3 million
Fee Structure
Financial advisory fees depend on the financial services offered. However, fees charged by the firm typically consist of the following fee structure: performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its six clients, Bvp Management Company, LLC's largest client by number of accounts is pooled investment vehicles. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bvp Management Company, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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