Investment adviser · CRD 159349

BV INVESTMENT PARTNERS, L.P.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $7.94B
Client accounts: 11
Employees: 47
Advisory professionals: 32

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	10	$7,944,214,524	100.0%

Filing source

Form ADV 2081949 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

13 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BVIP (PARALLEL) FUND XI, LP.Private Equity Fund · Last reported Mar 30, 2026$1.42BGross asset value

Form D fundraising filings

BVIP (Parallel) Fund XI, L.P.

Fund administrator 4PINES FUND SERVICES, LLC STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian PNC BANK, NATIONAL ASSOCIATION CHERRY HILL, New Jersey, United States Related to adviser: No

Custodian WEBSTER BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-5100288288
Reported beneficial owners: 62
Minimum commitment: $100K
Form D file number: 021-450338

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BVIP (PARALLEL) FUND XII, L.P.Private Equity Fund · Last reported Mar 30, 2026$1.26BGross asset value

Fund administrator 4PINES FUND SERVICES, LLC STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian PNC BANK, NATIONAL ASSOCIATION CHERRY HILL, New Jersey, United States Related to adviser: No

Custodian WEBSTER BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-2588256939
Reported beneficial owners: 75
Minimum commitment: $100K
Form D file number: 021-450338

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BVIP FUND XI, L.P.Private Equity Fund · Last reported Mar 30, 2026$964MGross asset value

Form D fundraising filings

BVIP Fund XI, L.P.

Fund administrator 4PINES FUND SERVICES, LLC STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian PNC BANK, NATIONAL ASSOCIATION CHERRY HILL, New Jersey, United States Related to adviser: No

Custodian WEBSTER BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-7385302279
Reported beneficial owners: 111
Minimum commitment: $100K
Form D file number: 021-450335

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BVIP (PARALLEL) FUND X, L.P.Private Equity Fund · Last reported Mar 30, 2026$957MGross asset value

Form D fundraising filings

BVIP (Parallel) Fund X, L.P.

Fund administrator 4PINES FUND SERVICES, LLC STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian PNC BANK, NATIONAL ASSOCIATION CHERRY HILL, New Jersey, United States Related to adviser: No

Custodian WEBSTER BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

CBIZ CPAS P.C.
PCAOB 199

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-3819176743
Reported beneficial owners: 36
Minimum commitment: $100K
Form D file number: 021-361740

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BVIP FUND X, L.P.Private Equity Fund · Last reported Mar 30, 2026$854MGross asset value

Form D fundraising filings

BVIP Fund X, L.P.

Fund administrator 4PINES FUND SERVICES, LLC STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian PNC BANK NATIONAL ASSOCIATION CHERRY HILL, New Jersey, United States Related to adviser: No

Custodian WEBSTER BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

CBIZ CPAS P.C.
PCAOB 199

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-4264818751
Reported beneficial owners: 68
Minimum commitment: $100K
Form D file number: 021-361739

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BVIP FUND IX, L.P.Private Equity Fund · Last reported Mar 30, 2026$610MGross asset value

Form D fundraising filings

BVIP Fund IX, L.P.

Auditor GRANT THORNTON, LLP BOSTON, Massachusetts, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian PNC BANK NATIONAL ASSOCIATION CHERRY HILL, New Jersey, United States Related to adviser: No

Custodian WEBSTER BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

GRANT THORNTON, LLP
PCAOB 248

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-6987986670
Reported beneficial owners: 83
Minimum commitment: $100K
Form D file number: 021-285326

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BVIP (PARALLEL) FUND IX, L.P.Private Equity Fund · Last reported Mar 30, 2026$462MGross asset value

Form D fundraising filings

BVIP (Parallel) Fund IX, L.P.

Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian PNC BANK NATIONAL ASSOCIATION CHERRY HILL, New Jersey, United States Related to adviser: No

Custodian WEBSTER BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

GRANT THORNTON LLP
PCAOB 248

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-6213904834
Reported beneficial owners: 24
Minimum commitment: $100K
Form D file number: 021-285327

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

125 HIGH STREET, 16TH FLOOR, HST
BOSTON, MA, 02110-2018, United States

CRD 159349

Filing source

Form ADV 2081949 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.