OPENVIEW ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2RUFUS KING
Chief Legal OfficerCRD 6626608
JOHN MCCULLOUGH
Chief Operating PartnerCRD 4633049
Contacts
3 of 3SCOTT MAXWELL
FounderCRD 6040751
BONNIE LEWIS
Executive FinanceCRD 4859452
DANIEL DEMMER
PartnerCRD 6626613
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
- 71 Commercial St
- Time zone
- ET (UTC-5)
- Office locations
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