Data / Investment advisers / Massachusetts / Novo Holdings US Investment Advisor, Inc.
Novo Holdings US Investment Advisor, Inc., Boston, MA: $339 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Novo Holdings US Investment Advisor, Inc. is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $339 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Novo Holdings US Investment Advisor, Inc. (CRD number 334495): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 334495
- SEC file number
- 801-136906
- SEC status
- Approved, effective August 5, 2026
- Main office
- 200 Clarendon St. Floor 45, Boston, MA 02116
- Phone
- (781) 307-2686
- Regulatory AUM
- $338,614,945 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $154,132,945
- Non discretionary AUM
- $184,482,000
- Accounts
- 2
- Employees
- 25, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $154,132,945
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $338.6 million |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Century Equity Partners LLC | Boston | $378.3 million | 6 | adviserinfo.sec.gov |
| Donoghue Forlines LLC | Boston | $370.5 million | Not listed | adviserinfo.sec.gov |
| Crawford Fund Management, LLC | Boston | $356.1 million | 1 | adviserinfo.sec.gov |
| Stance Capital LLC | Boston | $354.2 million | Not listed | adviserinfo.sec.gov |
| Clarendon Private LLC | Boston | $352.1 million | Not listed | adviserinfo.sec.gov |
| Assetgrade, LLC | Boston | $337.7 million | Not listed | adviserinfo.sec.gov |
| Loon Lake Capital Management LP | Boston | $336 million | 1 | adviserinfo.sec.gov |
| North Run Capital, LP | Boston | $334.5 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Novo Holdings US Investment Advisor, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.