DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bvp Management Company, LLC
Latest filing Mar 30, 2026
First filing on the tape May 13, 2022 · 8 filings
SEC status approved since Jun 13, 2022
RAUM
$335M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$335M as of Mar 30, 2026
Mar 27, 2023$422M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20230 then
Employees (5.A)8 as of Mar 30, 2026
Mar 27, 20238 then
Private funds10 as of Mar 30, 2026
Mar 27, 20236 then
RAUM -9.4% over the last fiscal year-7.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $33.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -9.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$335M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bvp Bbq Investors, LP | Private Equity Fund | $203M | 76 | Sep 14, 2020 |
| Bvp Bbq Blocker, LP | Private Equity Fund | $67.7M | 4 | Sep 14, 2020 |
| Bvg Score Investors (Qp), LP | Private Equity Fund | $49.5M | 6 | Mar 27, 2023 |
| Bvg Jaya Co-Invest, LP | Private Equity Fund | $26.8M | 1 | Mar 28, 2024 |
| Bvg Score Investors, LP | Private Equity Fund | $17.3M | 86 | Mar 27, 2023 |
| Bvp Mpi Investors, LP | Private Equity Fund | $5.2M | 16 | Sep 14, 2020 |
| Bvp Of Investors, LP | Private Equity Fund | $4.9M | 44 | Sep 14, 2020 |
| Bvg Jaya Investors, LP | Private Equity Fund | $4.8M | 21 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Stephen Lebowitz · Executive Managing Membercontrolsince 11/2018 · owns 50% to 75%
- E Austin Ramos · Chief Compliance Officer/Partnercontrolsince 11/2018 · owns 25% to 50%
- Andrew Sheinman · Partnercontrolsince 11/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- San Fransisco, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 8 to 10Mar 25, 2025 to Mar 30, 2026
- Pooled vehicle clients · 8 to 10Mar 25, 2025 to Mar 30, 2026
- Private funds · 8 to 10Mar 25, 2025 to Mar 30, 2026
- Discretionary RAUM · $370M to $335MMar 25, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $370M to $335MMar 25, 2025 to Mar 30, 2026
- RAUM · $370M to $335MMar 25, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 30, 2024 to Mar 25, 2025
- Discretionary RAUM · $379M to $370MApr 30, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $379M to $370MApr 30, 2024 to Mar 25, 2025
- RAUM · $379M to $370MApr 30, 2024 to Mar 25, 2025
- Accounts · 6 to 8Dec 4, 2023 to Mar 28, 2024
- Advisory activities · 1 to 2Dec 4, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 8Dec 4, 2023 to Mar 28, 2024
- Private funds · 6 to 8Dec 4, 2023 to Mar 28, 2024
- Discretionary RAUM · $422M to $379MDec 4, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $422M to $379MDec 4, 2023 to Mar 28, 2024
- RAUM · $422M to $379MDec 4, 2023 to Mar 28, 2024
- Other offices · 0 to 1Mar 27, 2023 to Mar 31, 2023
- Accounts · 4 to 6May 13, 2022 to Mar 27, 2023
- Advisory employees · 7 to 8May 13, 2022 to Mar 27, 2023
- Pooled vehicle clients · 4 to 6May 13, 2022 to Mar 27, 2023
- Employees · 7 to 8May 13, 2022 to Mar 27, 2023
- Private funds · 8 to 6May 13, 2022 to Mar 27, 2023
- Discretionary RAUM · $385M to $422MMay 13, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $385M to $422MMay 13, 2022 to Mar 27, 2023
- RAUM · $385M to $422MMay 13, 2022 to Mar 27, 2023
Signals
2 dated events
- Andrew Sheinman (Partner) appeared on Schedule A of Bvp Management Company, LlcMar 27, 2023 · Control person joined · fact
- Bvp Management Company, Llc filed its initial SEC registration (Form ADV)May 13, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- BVP Management Company, LLC · Independent Sponsorsshared crd · capital_provider
- BVP Management Company, LLC · Private Equityshared crd · organization
- BVP Management Company, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- brandvelocitygroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-970-2400reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026