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JVP MANAGEMENT

NEW YORK, NY · CRD 313398 · IAPD ↗ · 607-203-9401

$4.98BRegulatory AUM
13Advisory reps
25Employees
0Clients
0Planning clients
19Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — JVP MANAGEMENT grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — JVP MANAGEMENT now reports custody of client assets ($3.49B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
71
April 2025 — JVP MANAGEMENT reported RAUM up 57% ($2.79B -> $4.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — JVP MANAGEMENT grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
February 2024 — JVP MANAGEMENT crossed $1B in regulatory AUM ($911.0M -> $2.39B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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