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BV INVESTMENT PARTNERS, L.P.

BOSTON, MA · CRD 159349 · IAPD ↗ · bvlp.com · 617-350-1500

$7.94BRegulatory AUM
32Advisory reps
47Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — BV INVESTMENT PARTNERS, L.P. reported RAUM up 48% ($5.37B -> $7.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — BV INVESTMENT PARTNERS, L.P. grew from 22 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.