Novo Holdings US Investment Advisor, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 334495
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Novo Holdings US Investment Advisor, Inc. is a corporate adviser registered with the SEC in 2026 and organized as a private equity fund manager. The firm serves institutional clients and focuses on managing pooled investment vehicles; it acts in sponsor/GP and managing-member roles for those vehicles. Ownership is split between a foreign entity and an individual. Compensation is driven by a percentage-of-assets model supplemented by performance-based fees. The firm is not an active ESG investor and is not organized as a multi-state or capital-allocating adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ellen Santagati
Chief Compliance OfficerCRD 7514698
Contacts
3 of 3Abhijeet Lele
Senior PartnerCRD 2988565
Jonathan Levy
Senior PartnerCRD 4870620
Charles Patten
PartnerCRD 5677239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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