Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

of those in investment advisory functions:

Registration:

SEC, Approved, 6/13/2022

Other registrations (1)

Former registrations

BVP MANAGEMENT COMPANY, LLC

AUM:

379,010,763 -10.21%

of that, discretionary:

379,010,763 -10.21%

GAV:

311,312,855 -30.64%

Avg Account Size:

47,376,345 -32.66%

SMA’s:

Private Funds:

8 2

Contact Info

(20 xxxxxxx

Websites :

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary

Non-discretionary

422M 362M 301M 241M 181M 121M 60M

2023

Recent News

Pie Radar GAV Count

Private Funds Structure

Fund Type	Count	GAV
Private Equity Fund	8	$311,312,855

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Private Funds

GAV Count

Employees

Brochure Summary

Overview

BVG Management Company, LLC d/b/a Brand Velocity Group (“BVG” or the “Advisor”) is a Delaware limited liability company formed in November of 2018. Principally owned by Stephen Lebowitz, BVG has gathered a team of senior private equity professionals. BVG provides investment advice to a series of private pooled investment vehicles (each an “SPV”) regarding the selection, monitoring and realization of private equity investments in consumer branded businesses. BVG provides investment advisory services solely to the SPVs. The relationship between BVG and each SPV is governed by the limited partnership agreement (or equivalent organizational document) of such SPV (“Organizational Documents”), separate investment management agreements between BVG and each SPV (each a “Management Agreement”), and/or side letters with investors (“Side Letters”). Our advisory services are not tailored to individual investors in an SPV, but are provided in accordance with the investment strategy of each SPV. Any investment restrictions on our advisory services are imposed in the Organizational Documents

or Management Agreements for an SPV. Each SPV invests in a specific portfolio company engaged in a consumer branded business. We leverage the expertise of our team and network of partners to drive growth and create value for our investors. BVG also provides services to and receives fees from certain portfolio companies pursuant to agreements between BVG and the individual portfolio companies (“Monitoring Services”). Monitoring Services provided by BVG are generally provided through BVG’s representative(s) on the portfolio company’s board of directors with assistance from BVG’s investment professionals. Services provided are broadly related to strategic planning, oversight and support of senior management both broadly and in specific functional areas, planning the company’s financing arrangements and acquisition or disposition activity, bolstering risk management processes and improving the company’s capture and reporting of performance metrics and other similar services. As of December 31, 2022, BVG manages approximately $356 Million of assets under management.