OPENVIEW ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$839M
Discretionary
$839M
100% of AUM
Avg account
$93.2M
Accounts
9
Employees
15
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
316766
Registered since
November 15, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Openview Advisors, LLC operates as a venture capital manager focused on running pooled investment vehicles for institutional investors. The firm serves as sponsor, general partner and managing member of those vehicles, managing pooled VC funds rather than providing one-on-one wealth management or separate-account portfolio services. Its revenue model combines a percentage-of-assets management fee with performance-based fees typical of venture structures. Investment activity centers on private, venture-stage commitments made through the firm’s own funds. The firm does not identify as an active ESG investor and lists institutional clients as its primary base. It is organized as a limited liability company and was registered as an adviser in 2021.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • RUFUS KING

    Chief Legal OfficerCRD 6626608

  • JOHN MCCULLOUGH

    Chief Operating PartnerCRD 4633049

Contacts

3 of 3
  • SCOTT MAXWELL

    FounderCRD 6040751

  • BONNIE LEWIS

    Executive FinanceCRD 4859452

  • DANIEL DEMMER

    PartnerCRD 6626613

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
71 Commercial St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth