BV INVESTMENT PARTNERS, L.P. other names

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Adviser Profile

As of Date:

04/09/2024

Adviser Type:

- Large advisory firm

Number of Employees:

40 17.65%

of those in investment advisory functions:

29 31.82%

Registration:

SEC, Approved, 3/30/2012

AUM:

5,672,275,510 9.74%

of that, discretionary:

5,672,275,510 9.74%

Private Fund GAV:

5,672,274,910 9.74%

Avg Account Size:

567,227,551 -1.23%

SMA’s:

NO

Private Funds:

9 1

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 738M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Hashtag: #Lawyer
03/28/2021

Conyers Dill & Pearman is acting as Bermuda and Cayman legal counsel to Mitsubishi UFJ Trust and Banking Corporation [MUTB] in its acquisition from BV Investment Partners of Butterfield Fulcrum ...

bernews.com

Hashtag: #ButterfieldFulcrum
03/16/2021

Butterfield Fulcrum has successfully completed an examination of its global middle and back office, fund administration solutions and services for the SOC 1 Type II Certification. A big four audit ...

bernews.com

SchoolMint Acquires Bright Minds Marketing to Expand Strategic Enrollment Management Capabilities, Bolster Student Enrollment for U.S. Schools
03/11/2021

SchoolMint is backed by BV Investment Partners and is headquartered in Lafayette, Louisiana. Learn more at SchoolMint.com. About Bright Minds Marketing Indianapolis-based Bright Minds Marketing is ...

Morningstar

SchoolMint Acquires Bright Minds Marketing to Expand Strategic Enrollment Management Capabilities, Bolster Student Enrollment for U.S. Schools
03/11/2021

SchoolMint is backed by BV Investment Partners and is headquartered in Lafayette, Louisiana. Learn more at SchoolMint.com.

Yahoo Finance

SchoolMint Acquires Bright Minds Marketing to Expand Strategic Enrollment Management Capabilities, Bolster Student Enrollment for U.S. Schools
03/11/2021

while generating powerful insights, the company is helping all schools across the PreK-12 landscape attract, enroll, and retain students. SchoolMint is backed by BV Investment Partners and is headquartered in Lafayette, Louisiana. Learn more at SchoolMint.com.

Yahoo Finance

Glacier Media to sell JWN Energy information unit to Geologic
03/09/2021

Geologic is a portfolio company of BV Investment Partners. VANCOUVER, British Columbia, March 09, 2021 (GLOBE NEWSWIRE) — Glacier Media Inc. (“Glacier”) announced today that its affiliate ...

pehub.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 9 $5,672,274,910

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ACON EQUITY MANAGEMENT L.L.C. - - 6.9b - - - - 6.9b 5.3b 23
INCLINE EQUITY PARTNERS - - 5.6b - - - - 5.6b 5.5b 24
PATIENT SQUARE CAPITAL, LP - - 7.9b - - - - 7.9b 7.9b 20
PROCYON ADVISORS, LLC 22.0m - 10.0m - - - - 32.0m 6.3b 2
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Private Funds



Employees




Brochure Summary

Overview

For purposes of this brochure, the “Adviser” means BV Investment Partners, L.P., a Delaware limited partnership, together (where the context permits) with its affiliated general partners of the Funds (as defined below), relying advisers and other affiliates that provide advisory services to and/or receive advisory fees from the Funds. Such affiliates are generally under common control with BV Investment Partners, L.P., but possess a substantial identity of personnel and/or equity owners with BV Investment Partners, L.P. These affiliates are typically formed for tax, regulatory or other purposes in connection with the organization of the Funds, or serve as general partners of the Funds. The principal owner of the Adviser is Vikrant Raina. The Adviser provides investment supervisory services to investment vehicles (“Funds”) that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). The Funds make primarily long-term private equity and equity-related investments, as well as investments in debt instruments. In accordance with the Funds’ respective investment objectives, investments are generally made in companies doing business in the business services, information technology services, software and communications sectors. The Adviser’s advisory services consist of investigating, identifying
and evaluating investment opportunities, structuring, negotiating and making investments on behalf of the Funds, managing and monitoring the performance of such investments and disposing of such investments. The Adviser generally serves as the investment adviser or general partner to the Funds in order to provide such services. The Adviser provides investment supervisory services to each Fund in accordance with the limited partnership agreement (or analogous organizational document) of such Fund or separate investment and advisory, investment management or portfolio management agreements (each, an “Advisory Agreement”). Investment advice is provided directly to the Funds, subject to the discretion and control of the applicable general partner, and not individually to the investors in the Funds. Services are provided to the Funds in accordance with the Advisory Agreements with the Funds and/or organizational documents of the applicable Fund. Investment restrictions for the Funds, if any, are generally established in the organizational or offering documents of the applicable Fund, Advisory Agreements and/or side letter agreements negotiated with investors in the applicable Fund (such documents collectively, a Fund’s “Organizational Documents”). The Adviser has been in business since 1983. As of December 31, 2023, the Adviser manages a total of $5,672,275,510 of client assets, all of which is managed on a discretionary basis.