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Private equityFirmbuyoutupper middle market

BV Investment Partners, L.P.

Private Equity

Boston, MA

BV partners with entrepreneurs and families to invest in sound businesses and provide them with significant strategic, operating, and analytical assistance.

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Search this name across graphsid dfx:pe:1e7e0a7d-48e4-4cc2-8360-7a4c285d7bcd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 19, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 114
Dated events: 32
On other graphs: 2
Observed: Sep 13, 2026 to Sep 15, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Bv Investment Partners, L.P.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

BV INVESTMENT PARTNERS, L.P.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 12
PE funds: 11
Vintages: 2013 to 2024
PE GAV, 2024 filing: $5.7Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $5.7B
Investments: 31
Active investments: 29
Size band: UPPER MIDDLE MARKETderivedproxy: $5.67bn Private Equity Fund GAV on the Form ADV filed 2024-04-09
Stated sectors: business_services,technology
Stated control: majority
Latest ADV filing: Apr 9, 2024
Employees (ADV): 40
Website: bvlp.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
BV Rn Continuation Fund LP	2024	Unknown	Private Equity Fund	n/a	$157M
Bvip Fund Xi, L.P.	2023	Unknown	Private Equity Fund	n/a	$731M
Bvip (parallel) Fund Xi, LP.	2023	Early deployment	Private Equity Fund	n/a	$1.1B
Bvip Fund X, L.P.	2021	Unknown	Private Equity Fund	n/a	$916M
Bvip (parallel) Fund X, L.P.	2021	Unknown	Private Equity Fund	n/a	$1.0B
Bvip (parallel) Fund Ix, L.P.	2018	Unknown	Private Equity Fund	n/a	$578M
Bvip Fund Ix, L.P.	2018	Unknown	Private Equity Fund	n/a	$755M
Bvip Fund Viii, LP	2013	Harvest	Private Equity Fund	n/a	$322M
Boston Ventures Limited Partnership V	n/a	Wound down	Private Equity Fund	n/a	$5.7M
Boston Ventures Limited Partnership VI	n/a	Wound down	Private Equity Fund	n/a	$57.2M
Boston Ventures Limited Partnership VII	n/a	Mature	Private Equity Fund	n/a	$113M
BV Investment Fund XII	n/a	Unknown	n/a	n/a	n/a

Investments

Company	State	Role	Control	Invested	Exited	Status
Thomas & Company	n/a	unknown	unknown	Aug 4, 2026	n/a	active
Moxe Health	n/a	platform	control	Mar 10, 2026	n/a	active
The Millennium Alliance	NY	platform	control	Aug 12, 2025	n/a	active
Hardenbergh Group, Inc.	Mi	standalone	control	Sep 6, 2023	n/a	unknown
Altimeter Solutions Group	n/a	unknown	unknown	n/a	n/a	active
Staff Boom	n/a	unknown	unknown	n/a	n/a	active
Tiger 21	n/a	unknown	unknown	n/a	n/a	active
Kami	n/a	unknown	unknown	n/a	n/a	active
Cybersheath	n/a	unknown	unknown	n/a	n/a	active
Balance Partners	n/a	unknown	unknown	n/a	n/a	active
Navanta	n/a	unknown	unknown	n/a	n/a	active
Domaine	n/a	unknown	unknown	n/a	n/a	active
Eng	n/a	unknown	unknown	n/a	n/a	active
Sentact	n/a	unknown	unknown	n/a	n/a	exited
Imagenet	n/a	unknown	unknown	n/a	n/a	active
Rightworks	n/a	unknown	unknown	n/a	n/a	active
ArchLynk	n/a	unknown	unknown	n/a	n/a	active
Level Data	n/a	unknown	unknown	n/a	n/a	active
gWorks	n/a	unknown	unknown	n/a	n/a	active
Source Advisors	n/a	unknown	unknown	n/a	n/a	active
Marlabs	n/a	unknown	unknown	n/a	n/a	active
Intentsify	n/a	unknown	unknown	n/a	n/a	active
EMS Management & Consultants	n/a	unknown	unknown	n/a	n/a	active
Ubiquity	n/a	unknown	unknown	n/a	n/a	active
SupportNinja	n/a	unknown	unknown	n/a	n/a	active
Careerminds	n/a	unknown	unknown	n/a	n/a	active
StraighterLine	n/a	unknown	unknown	n/a	n/a	active
Veracross LLC	n/a	unknown	unknown	n/a	n/a	active
Consero Global	n/a	unknown	unknown	n/a	n/a	active
EdTech Holdings	n/a	unknown	unknown	n/a	n/a	active

Relationships

showing 80 of 114

Invested in (20)

→ The Millennium AllianceCompanyplatform
Aug 12, 2025 to presentfactDFX's own graph, News and newswire
→ Hardenbergh Group, Inc.Companystandalone
Sep 6, 2023 to presentfactDFX's own graph
→ Thomas & CompanyCompanyunknown
Aug 4, 2026 to presentfactNews and newswire
→ Moxe HealthCompanyplatform
Mar 10, 2026 to presentfactNews and newswire
→ NavantaCompanyunknown
factThe subject's own site
→ ENGCompanyunknown
factThe subject's own site
→ SentactCompanyunknown
factThe subject's own site
→ ImagenetCompanyunknown
factThe subject's own site
→ RightworksCompanyunknown
factThe subject's own site
→ ArchLynkCompanyunknown
factThe subject's own site
→ Level DataCompanyunknown
factThe subject's own site
→ gWorksCompanyunknown
factThe subject's own site
→ Source AdvisorsCompanyunknown
factThe subject's own site
→ MarlabsCompanyunknown
factThe subject's own site
→ IntentsifyCompanyunknown
factThe subject's own site
→ EMS Management & ConsultantsCompanyunknown
factThe subject's own site
→ UbiquityCompanyunknown
factThe subject's own site
→ SupportNinjaCompanyunknown
factThe subject's own site
→ CareermindsCompanyunknown
factThe subject's own site
→ StraighterLineCompanyunknown
factThe subject's own site

Employs (55)

→ Jason KustkaPersonPartner
factNews and newswire, The subject's own site
→ Patrick FabrizioPersonVice President
factNews and newswire, The subject's own site
→ Sean WilderPersonPartner
factNews and newswire, The subject's own site
→ John BatterPersonPrincipal
factNews and newswire
→ Justin GarrisonPersonPartner
factThe subject's own site
→ Jeff GoodmanPersonPrincipal
factThe subject's own site
→ Justin Haskell HarrisonPersonPartner
factThe subject's own site
→ Katy HedlundPersonHead of Capital Markets
factThe subject's own site
→ Isabella HendersonPersonSenior Fund Accountant
factThe subject's own site
→ Jerry HobbsPersonSenior Advisor
factThe subject's own site
→ Carolyn HoglundPersonSenior Vice President, Controller
factThe subject's own site
→ Jonathan Robert HolmesPersonPartner, Chief Financial Officer and Chief Compliance Officer
factThe subject's own site
→ Thomas HyjekPersonAssociate
factThe subject's own site
→ Martine JacquesPersonExecutive Assistant
factThe subject's own site
→ Shweta KabadiPersonOperating Partner
factThe subject's own site
→ Cade KeeslingPersonAssociate
factThe subject's own site
→ Ryan KellyPersonVice President
factThe subject's own site
→ Matt KinseyPersonPartner
factThe subject's own site
→ Eric KostandinPersonSenior Associate, Business Development
factThe subject's own site
→ Eric LeePersonVice President
factThe subject's own site
→ Jamey LemieuxPersonAdministrative Assistant
factThe subject's own site
→ Luke MallingerPersonVice President
factThe subject's own site
→ Stephen MarquardtPersonPartner
factThe subject's own site
→ Dan McConaghyPersonSenior Associate
factThe subject's own site
→ Alexandria McCurryPersonAccounting Manager
factThe subject's own site
→ Julia MoranPersonSenior Associate
factThe subject's own site
→ Claire ParkPersonSenior Associate
factThe subject's own site
→ Mayuri PatelPersonExecutive Assistant
factThe subject's own site
→ Zach PolichPersonVice President
factThe subject's own site
→ Vikrant RainaPersonPartner and Chief Executive Officer
factThe subject's own site
and 25 more

Manages (1)

→ BV Investment Fund XIIFund
factNews and newswire

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 4, 2026
Platform investment
BV Investment Partners Announces Investment in Thomas & Company
Thomas & Company News and newswireobserved 5 days ago
Occurred
Aug 4, 2026
Transaction announced
BV Investment Partners Announces Investment in Thomas & Company
News and newswireobserved 5 days ago
Occurred
Mar 10, 2026
Platform investment
BV Investment Partners Announces Investment in Moxe Health
Moxe Health News and newswireobserved 5 days ago
Occurred
Mar 10, 2026
Transaction announced
BV Investment Partners Announces Investment in Moxe Health
News and newswireobserved 5 days ago
Occurred
Jan 6, 2026
Fund final close
BV Investment Partners Announces the Raising of Fund XII At Its Hard Cap With $2.465 Billion Of Capital Commitments
News and newswireobserved 4 days ago
$2.5B
Occurred
Aug 12, 2025
Platform investment
Stellus Capital Management, LLC Provides Unitranche Financing in Support of BV Investment Partners' Acquisition of The Millennium Alliance
The Millennium Alliance News and newswireobserved 4 days ago
Occurred
Aug 12, 2025
Transaction announced
Stellus Capital Management, LLC Provides Unitranche Financing in Support of BV Investment Partners' Acquisition of The Millennium Alliance
News and newswireobserved 4 days ago
Occurred
Mar 29, 2023
Person left
Justin Haskell Harrison (Managing Partner) no longer on Schedule A of BV Investment Partners, L.P.
Form ADVobserved 5 days ago
Occurred
May 22, 2017
Person left
Andrew Craig Davis (Managing Member) no longer on Schedule A of BV Investment Partners, L.P.
Form ADVobserved 5 days ago
Occurred
Apr 1, 2017
Person joined
Justin Haskell Harrison joined Schedule A of BV Investment Partners, L.P. as Managing Member, Managing Director
Form ADVobserved 5 days ago
Occurred
Sep 1, 2016
Person joined
Margaret Chapin Carter joined Schedule A of BV Investment Partners, L.P. as Chief Operating Officer
Form ADVobserved 5 days ago
Occurred
Jul 29, 2015
Person left
Carolyn Anne Hoglund (Cco (Also For Boston Ventures Management, Inc.)) no longer on Schedule A of BV Investment Partners, L.P.
Form ADVobserved 5 days ago
Occurred
Jul 1, 2015
Person joined
Jonathan Robert Holmes joined Schedule A of BV Investment Partners, L.P. as Chief Financial Officer And Chief Compliance Officer (Also For Boston Ventures Management, Inc.)
Form ADVobserved 5 days ago
Occurred
Nov 7, 2014
Person left
Roberto Enrique Ramirez (Cfo, Cco (Also For Boston Ventures Management, Inc.)) no longer on Schedule A of BV Investment Partners, L.P.
Form ADVobserved 5 days ago
Occurred
Oct 1, 2014
Person joined
Carolyn Hoglund joined Schedule A of BV Investment Partners, L.P. as Cco (Also For Boston Ventures Management, Inc.)
Form ADVobserved 5 days ago
Occurred
Sep 27, 2012
Person left
ROY Flemister Coppedge (Managing Director, Boston Ventures Management, Inc.) no longer on Schedule A of BV Investment Partners, L.P.
Form ADVobserved 5 days ago
Occurred
Sep 1, 2012
Person joined
Andrew Craig Davis joined Schedule A of BV Investment Partners, L.P. as Managing Director, Boston Ventures Managemnt, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 10, 2012
Adviser first adv filing
BV Investment Partners, L.P. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 14 bookkeeping events

Occurred
Mar 30, 2026
BV Investment Partners, L.P.: Private Equity Funds on Form ADV 9 (2024 extract) -> 10 (roster 2026-09-01)
Occurred
Mar 28, 2024
BV Rn Continuation Fund LP first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $157,483,665
Occurred
Mar 29, 2023
Bvip (parallel) Fund Xi, LP. first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $833,294,669
Occurred
Mar 29, 2023
Bvip Fund Xi, L.P. first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $763,227,070
Occurred
Mar 29, 2021
Bvip (parallel) Fund X, L.P. first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $700,423,193
Occurred
Mar 29, 2021
Bvip Fund X, L.P. first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $620,423,569
Occurred
Mar 26, 2018
Bvip Fund Ix, L.P. first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $467,723,492
Occurred
Mar 26, 2018
Bvip (parallel) Fund Ix, L.P. first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $359,806,332
Occurred
Mar 30, 2017
Fund 805-9636712805 no longer reported on Form ADV by BV Investment Partners, L.P.
Occurred
Mar 30, 2017
Fund 805-8744776898 no longer reported on Form ADV by BV Investment Partners, L.P.
Occurred
Mar 20, 2013
Bvip Fund Viii, LP first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $123,360,782
Occurred
Feb 10, 2012
Boston Ventures Limited Partnership V first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $67,402,206
Occurred
Feb 10, 2012
Boston Ventures Limited Partnership VII first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $531,269,031
Occurred
Feb 10, 2012
Boston Ventures Limited Partnership VI first reported on Form ADV by BV Investment Partners, L.P. (Private Equity Fund), GAV $335,690,769

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Jason Kustka (Partner), Patrick Fabrizio (Vice President), Sean Wilder (Partner), John Batter (Principal), Justin Garrison (Partner), Jeff Goodman (Principal), Justin Haskell Harrison (Partner), Katy Hedlund (Head of Capital Markets), Isabella Henderson (Senior Fund Accountant), Jerry Hobbs (Senior Advisor), Carolyn Hoglund (Senior Vice President, Controller), Jonathan Robert Holmes (Partner, Chief Financial Officer and Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:1e7e0a7d-48e4-4cc2-8360-7a4c285d7bcd
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BV Investment Partners, L.P.

Private Equity

Boston, MA

BV partners with entrepreneurs and families to invest in sound businesses and provide them with significant strategic, operating, and analytical assistance.