Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / B• I••••••••• P•••••••• L•••

B• I••••••••• P•••••••• L•••

Buyout firmUpper middle marketBoston, MAb•••.comSEC registered investment adviser

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

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $5.67bn Private Equity Fund GAV on the Form ADV filed 2024-04-09
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 10, 2012 to Apr 9, 2024
RAUM
$5.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$5.7Breported gross assets (Form ADV), not fund size
All private fund GAV
$5.7Bevery private fund type, latest filing
2024 PE fund GAV
$5.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-04-09, latest gav Private Equity Fund $5.7B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 11
Employees
40
Headquarters
Boston, MA
Office address
125 HIGH STREET, 16TH FLOOR, HST, Boston, MA, 02110-2018
Business phone
617-350-1500
Stated criteria beside observed behaviour
31 observed deals
Stated by the firm
Sectors
business services, technology
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
majority
Thesis
We partner with entrepreneurs and families to invest in sound businesses and provide them with significant strategic, operating, and analytical assistance to accelerate the growth of the company through organic initiatives and acquisitions.
Observed from deals on record
roles
unknown 28, platform 2, standalone 1
period
to 2026-08-04, from 2023-09-06, undated holdings 27, dated observations 9
window
last 2026-08-04, first 2023-09-06
control
control 3, unknown 28
companies
31
geography
count 1, share 0.032, value NY, count 1, share 0.032, value MI
investments
31
seller kinds
transactions
5
cadence by year
2023 other deals 1, 2025 platforms 2, 2026 other deals 2
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
26
disclosed value usd
n 0
sector distribution
count 11, share 0.355, value software, examples Consero Global, gWorks, Level Data, Thomas & Company, count 9, share 0.29, value business services, examples The Millennium Alliance, Staff Boom, ENG, Balance Partners, count 3, share 0.097, value tech enabled services, examples Marlabs, Domaine, Cybersheath, count 1, share 0.032, value education, examples StraighterLine, count 1, share 0.032, value financial services, examples Source Advisors, count 1, share 0.032, value healthcare it, examples Moxe Health
holding period years
n 0
repeat counterparties
role lender, shared 3, entity id c1fedbda-09d3-4ab4-92e5-ea9893358ac9, role co investor, shared 2, entity id c1fedbda-09d3-4ab4-92e5-ea9893358ac9
subsector distribution
count 8, share 0.258, value software, examples Consero Global, gWorks, Level Data, Veracross LLC, count 2, share 0.065, value business support services, examples The Millennium Alliance, Ubiquity, count 2, share 0.065, value vertical software, examples Thomas & Company, Navanta, count 2, share 0.065, value staffing, examples Staff Boom, Careerminds, count 2, share 0.065, value business process outsourcing, examples SupportNinja, Imagenet, count 1, share 0.032, value education, examples StraighterLine, count 1, share 0.032, value financial services, examples Source Advisors, count 1, share 0.032, value k12 education software, examples Kami

31 companies on the graph (5 transactions); most in software (11); 2 platforms and 0 add-ons; observed 2023 to 2026

Funds
12 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B• R• C••••••••• F••• L•
ADV: Private Equity Fund
Continuation vehicle2024
first reported on Form ADV
$157M
as of Apr 9, 2024
no Form DUnknown
B••• ••••••••• F••• X•• L••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$1.1B
as of Apr 9, 2024
no Form DEarly deployment
B••• F••• X•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$731M
as of Apr 9, 2024
no Form DUnknown
B••• ••••••••• F••• X• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$1.0B
as of Apr 9, 2024
no Form DUnknown
B••• F••• X• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$916M
as of Apr 9, 2024
no Form DUnknown
B••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$755M
as of Apr 9, 2024
no Form DUnknown
B••• ••••••••• F••• I•• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$578M
as of Apr 9, 2024
no Form DUnknown
B••• F••• V•••• L•
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$322M
as of Apr 9, 2024
no Form DHarvest
B••••• V••••••• L•••••• P••••••••• V••
ADV: Private Equity Fund
buyout or unlabelledunknown$113M
as of Apr 9, 2024
no Form DMature
B••••• V••••••• L•••••• P••••••••• V•
ADV: Private Equity Fund
buyout or unlabelledunknown$57.2M
as of Mar 29, 2016
no Form DWound down
B••••• V••••••• L•••••• P••••••••• V•
ADV: Private Equity Fund
buyout or unlabelledunknown$5.7M
as of Mar 29, 2016
no Form DWound down
B• I••••••••• F••• X••buyout or unlabelledunknownunknownno reportingno Form DUnknown
Team
61 current, 5 former
Partner (9)
Vice president (12)
Associate (8)
Business development (1)
Investor relations (2)
Platform (13)
5 former (kept with end dates)
Portfolio
31 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
T••••• • C••••••Role unknownactiveAug 4, 2026
transaction announcement
2 monthsJ•••• K••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••• H•••••PlatformactiveMar 10, 2026
transaction announcement
6 monthsS••• W••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
T•• M••••••••• A•••••••PlatformactiveAug 12, 2025
transaction announcement
1.1 yearsJ••• B••••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••••••• G••••• I•••StandaloneunknownSep 6, 2023
transaction announcement
3.0 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••••••• S•••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• G•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••• H•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•• M••••••••• • C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
g•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• D•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• A•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• B•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••••• L••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
6 on record
DateTypeTargetThis firm’s roleSource
Aug 4, 2026Type not statedT••••• • C••••••Sponsor (confirmed)prnewswire.com
Mar 10, 2026Majority investmentM••• H•••••Sponsor (confirmed)prnewswire.com
Aug 12, 2025Platform acquisitionT•• M••••••••• A•••••••Sponsorstelluscapital.com
Aug 12, 2025Platform acquisitionT•• M••••••••• A•••••••Sponsor (confirmed)stelluscapital.com
May 22, 2024Exit to a strategic buyerC•••••••••Strategic acquirer (confirmed)lightviewcapital.com
Sep 6, 2023Majority investmentH••••••••• G••••• I•••Sponsorstelluscapital.com
Placement agents, lenders, advisers and co-investors
9 relationships
Placement agents (3)
  • E••••••• G•••• L••••• 7 shared · very strong · last Jan 1, 2023
  • P••••••• F•••• G••••• L•• 1 shared · one time · last Jan 1, 2017
  • G••••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
Lenders (1)
Financial advisers (4)
  • M•••••••• W••• • S•••••• L•• 1 shared · one time · last Aug 4, 2026
  • P•••• S•••••• L••• 1 shared · one time · last Mar 10, 2026
  • R•••• • G••• L•• 1 shared · one time · last Aug 4, 2026
  • H••••••• L•••• 1 shared · one time · last Aug 4, 2026
Co-investors (1)
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
5 most recent
  1. Aug 4, 2026
    BV Investment Partners Announces Investment in T••••• • C••••••
    Platform investmentFactT••••• • C••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  2. Mar 30, 2026
    B• I••••••••• P•••••••• L•••: Private Equity Funds on Form ADV 9 (2024 extract) -> 10 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Mar 10, 2026
    BV Investment Partners Announces Investment in M••• H•••••
    Platform investmentFactM••• H•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  4. Aug 12, 2025
    S•••••• C•••••• M••••••••• L•• Provides Unitranche Financing in Support of BV Investment Partners' Acquisition of T•• M••••••••• A•••••••
    Platform investmentFactT•• M••••••••• A•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  5. Feb 10, 2012
    B• I••••••••• P•••••••• L••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

B• I••••••••• P•••••••• L••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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