RVP MANAGEMENT, LLC
Firm details
- Headquarters
- CAMBRIDGE, Massachusetts
- CRD number
- 309936
- Registered since
- July 29, 2020
Firm profile
FINTRXOverview
RVP Management, LLC is a limited liability company that registered with the SEC in 2020 and operates as an adviser through private pooled vehicles. The firm is owned by an individual and is classified as unclassified in the available data. RVP functions as a sponsor, general partner and managing member of pooled investment vehicles, which indicates its primary role is creating and managing fund structures rather than acting as a traditional retail advisory firm. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not report activity as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3JASON WHALEY
General PartnerCRD 5530062
Carsten Boers
Managing PartnerCRD 7280828
BERNARD LUPIEN
General PartnerCRD 7280292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 201 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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