BV MGMT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
315391
Registered since
November 7, 2024

Firm profile

FINTRX

Overview

BV Mgmt, LLC is a limited liability company that registered with the SEC in 2024 and is owned by an individual. Public records classify the firm as unclassified and indicate it does not operate as a capital allocator or pension consultant. The firm is not designated as an active ESG investor and does not report multi-state advisory status. The firm’s primary activity shown in filings is acting as a sponsor, general partner, and managing member of pooled investment vehicles, which positions BV Mgmt as a fund manager rather than a traditional retail or institutional advisory practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jeremiah Owyang

    General PartnerCRD 7869371

  • Jeffrey Abbott

    Manager and MemberCRD 7425713

  • SCOTT JOHNSON

    Co-Founder and Managing PartnerCRD 6042464

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1015 Fillmore St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth