NOVO HOLDINGS US INVESTMENT ADVISOR, INC.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 334495
- Registered since
- February 11, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
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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