SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
JVP Management
New York, NY
JV Management LLC, CRD 313398
Firm filing updated May 6, 2026 ·
- $5BAssets
- 49Clients
- 13Advisory staff
- 49Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Pooled vehicles33
- Insurance companies12
- High net worth individuals3
- Sovereign funds1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 3 | $437.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 33 | $2.1 billion |
| Insurance companies | 12 | $2.2 billion |
| Sovereign wealth funds and foreign official institutions | 1 | $253.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other: "PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS"
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other: "PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS"
Assets and accounts
- Regulatory assets$5.0 billion
- Accounts49
- DiscretionaryAll accounts
People
- Employees25
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- Legal name: JV Management LLC SEC-registered investment advisor. CRD 313398, SEC file 801-121656.
- Registered with the SEC as an investment advisor (status date on record: June 2, 2021).
Is JVP Management a fiduciary?
Short answer: JVP Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.