SourcingSourcing

UGVP MANAGEMENT, LLC

C45
CRD 170880·SEC 801-79915·SUMMIT, NJ
AUM
$634.9M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UGVP MANAGEMENT, LLC
CRD
170880
SEC file #
801-79915
EIN
—
DBA names
Union Grove Venture Partners

Economics

AUM
$634.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$452.4M → $634.9M▲ +40%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
SUMMIT NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ugvp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOHLEN, GREGORY, HARPER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOHLEN, GREGORY, HARPER
CAIRNS, PATRICK, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
UGVP.COM
Rdap Domain Creation Date
2007-06-12T06:05:38Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-12T06:05:38Z
Rdap Domain Last Changed
2024-06-21T17:24:34Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2154113
Trust Company Affiliate
No

People (2)

2
BOHLEN, GREGORY, HARPER
Direct Owner · 62.5%
2154113
CAIRNS, PATRICK, ANDREW
Direct Owner · 62.5%
2776852