Ndvr, Inc.
CRD 310602SEC# 801-120289Boston, MA
No longer SEC-registered. Ndvr, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$203.8M
Employees
14
Accounts
345
Location
Boston, MA
Ndvr, Inc. assets under management
Ndvr, Inc. operates as an SEC-registered investment adviser based in Boston, MA. It reports $203.8 million in regulatory assets under management and employs 14 people.
Ndvr, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amber Dawn Baker Control | Chief Compliance Officer / General Counsel | Under 5% | 2024 |
| Michael Kelly Simon Control | Trustee For The Simon Family Trusts | 10-25% | 2021 |
| Michael Kelly Simon Control | Chief Executive Officer / President / Secretary Of The Board | 10-25% | 2019 |
| Polaris Partners VIII, L.P. Control | Shareholder - Series A And B Preferred Stock | 10-25% | 2019 |
| Steven Matthew Burke Control | Trustee For The Simon Family Trusts | Under 5% | 2021 |
| The Simon Family Gkmmw Irrevocable Trust of 2021 | Shareholder - Common Stock | 10-25% | 2021 |
| The Simon Family Mmmw Irrevocable Trust of 2021 | Shareholder - Common Stock | 10-25% | 2021 |
| Polaris Partners GP VIII, L.L.C. Control | General Partner | — | 2019 |
Frequently asked questions
How much does Ndvr, Inc. manage?
Ndvr, Inc. reports $203.8 million in regulatory assets under management on its Form ADV.
How many employees does Ndvr, Inc. have?
Ndvr, Inc. reports 14 employees.
Where is Ndvr, Inc. located?
Ndvr, Inc. is based in Boston, MA.
Does Ndvr, Inc. disclose fund performance?
Ndvr, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 State Street, Suite 100, Boston, MA 02109 |
| Office hours | 8:00a.m. To 6:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$203.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,306 advisers
EmployeesTop 32%
More than 68% of 16,824 advisers
Assets under management
$203.8Mregulatory AUM
Discretionary $203.8M