Form D · Private Equity Fund

BVIP Fund IX, L.P.

Boston, MA · CIK 0001703710

Offering snapshot reported Apr 21, 2017 · SEC filing

Reported sold: $424M
Investors reported: 79
Minimum accepted: $0
First sale: Apr 7, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 21, 2017	Initial	$423,903,061	No comparison	79	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $3.26M
Finders' fees: $0
Form D file number: 021-285326

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
EVERCORE GROUP L.L.C.	42405

Source: Form D, filed Apr 21, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BVIP FUND IX, L.P.

Investment adviser: BV INVESTMENT PARTNERS, L.P.

Gross asset value: $610M
Beneficial owners: 83
ADV minimum commitment: $100K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2081949 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-6987986670

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
BVIP FUND VIII, L.P.	Aug 29, 2014	$475,000,000	85
BVIP Fund IX, L.P. (this fund)	Apr 21, 2017	$423,903,061	79
BVIP Fund X, L.P.	Mar 2, 2020	$526,272,060	66
BVIP Fund XI, L.P.	Sep 13, 2023	$710,708,901	113
BVIP Fund XII, L.P.	Dec 11, 2025	Yet to sell	0

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Stuart Brown	Executive
Margaret Carter	Executive
Andrew Davis	Executive
Justin Garrison	Executive
Elizabeth Granville Smith	Executive
Justin Harrison	Executive
Gerald Hobbs	Executive
Carolyn Hoglund	Executive
Jonathan Holmes	Executive
Noel Jeon	Executive
Matthew Kinsey	Executive
Vikrant Raina	Executive
Michael Ricciardelli	Executive
Sean Wilder	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Bv Investment Partners, Llc 125 High Street, 17 Th Floor
Boston, MA, 02110