CVP MANAGEMENT, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
169433
Registered since
November 27, 2013

Firm profile

FINTRX

Overview

CVP Management, Inc. is a corporation that has been SEC-registered since 2013 and is owned by an individual. The firm is not set up as a multi-state adviser, does not identify as an active ESG investor, and is not described as a capital allocator, pension consultant, or a related adviser in the available records. Its disclosed industry roles indicate it functions as an investment adviser and sponsor and serves as a general partner and managing member of pooled investment vehicles, suggesting its primary activity is managing private investment funds rather than providing traditional retail advisory services.

Assets & Accounts

Investments & Alternatives

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 7
  • MAIA HEYMANN

    Founder & General PartnerCRD 2820775

  • PETER VON BLEYLEBEN

    Board MemberCRD 6266889

  • ANDREW MACEY

    ExecutiveCRD 6266899

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
245 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth