RVP MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
309936
Registered since
July 29, 2020

Firm profile

FINTRX

Overview

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

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 3
  • JASON WHALEY

    General PartnerCRD 5530062

  • Carsten Boers

    Managing PartnerCRD 7280828

  • BERNARD LUPIEN

    General PartnerCRD 7280292

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
201 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth