NOVO HOLDINGS US INVESTMENT ADVISOR, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
334495
Registered since
February 11, 2025

Firm profile

FINTRX

Overview

Novo Holdings US Investment Advisor, Inc. is a corporate investment adviser that registered with the SEC in 2025. Ownership is reported as a combination of a foreign entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator or an active ESG investor. It does not operate as a multi-state adviser and is listed as not being a related adviser to another registrant. The firm’s activities include sponsoring and managing pooled investment vehicles; the record lists roles such as sponsor, general partner, and managing member of funds. That positioning suggests Novo Holdings US Investment Advisor, Inc. structures and runs investment vehicles rather than acting primarily as an external allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ABHIJEET LELE

    ​Senior PartnerCRD 2988565

  • JONATHAN LEVY

    ​Senior PartnerCRD 4870620

  • CHARLES PATTEN

    PartnerCRD 5677239

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth