Novo Holdings Us Investment Advisor, INC.: new SEC registration, $339M AUM, Boston, MA
Novo Holdings Us Investment Advisor, INC. (Boston, Massachusetts): new SEC registration, $339M AUM, Boston, MA. Its amount of 339 is above the median of 135 (81st percentile). Dated 92 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 339 · 81th percentile of 1,225 NewRiaPulse records · 2.5x the median
Free preview: all 10 published fields of this record are shown below. Locked: 40 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Novo Holdings Us Investment Advisor, INC. |
| Legal name | Novo Holdings Us Investment Advisor, INC. |
| CRD | 334495 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Boston, MA, United States |
| Regulatory AUM | $338,614,945 |
| Accounts | 2 |
| Employees | 25 |
| amount percentile | 81th of 1,225 (median 135, 2.5x median) |
| Peer records CSV (41 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Bartholomew & Company Wealth Management, LLC · Brookwood Advisors, LLC · Pearson Financial Services · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Novo Holdings Us Investment Advisor, INC. and 41 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 41
- Novo Holdings Us Investment Advisor, INC.'s amount: 81st percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $8,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $339M under management.
What is the NewRiaPulse record for Novo Holdings Us Investment Advisor, INC. in Boston, Massachusetts?
Novo Holdings Us Investment Advisor, INC. received SEC registration as an investment adviser (2026-08-05) with $338,614,945 in regulatory assets under management, based in Boston, MA.
How does Novo Holdings Us Investment Advisor, INC. compare to other Massachusetts NewRiaPulse records?
Its amount of 339 sits in the upper half (81th percentile) of 1,225 records; the median is 135. It is 92 days old; check the official source for later updates before acting.
Novo Holdings Us Investment Advisor, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Novo Holdings Us Investment Advisor, INC. | Boston, MA | 339 | 81st | 2026-08-05 |
| Clean Energy Venture Management, LLC | Boston, MA | 416 | 84th | 2026-10-21 |
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.