Overview
Assets Under Management: $5.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 3
Average Client Assets: $145.7 million
Frequently Asked Questions
JVP MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313398), JVP MANAGEMENT is subject to fiduciary duty under federal law.
JVP MANAGEMENT is headquartered in NEW YORK, NY.
JVP MANAGEMENT serves 3 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, JVP MANAGEMENT offers portfolio management for pooled investment vehicles. View all service details ↓
JVP MANAGEMENT manages $5.0 billion in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, JVP MANAGEMENT serves pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.78%
Average Client Assets: $145.7 million
Total Client Accounts: 49
Discretionary Accounts: 49
Regulatory Filings
CRD Number: 313398
Filing ID: 2060569
Last Filing Date: 2026-03-27 14:28:56