Novo Holdings US Investment Advisor, Inc.
CRD 334495SEC# 801-136906Boston, MA
No longer SEC-registered. Novo Holdings US Investment Advisor, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,439 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$338.6M
Fund GAV
$154.1M
Private funds
1
Employees
25
Accounts
2
Location
Boston, MA
Novo Holdings US Investment Advisor, Inc. assets under management
Novo Holdings US Investment Advisor, Inc. is a registered investment adviser overseen by the SEC based in Boston, MA. It reports $338.6 million in regulatory assets under management and employs 25 people. Novo Holdings US Investment Advisor, Inc. manages 1 private fund with combined gross assets of $154.1 million, including Creek Feeder, L.P. By regulatory assets, it ranks 4,439 of 6,037 private fund managers.
Novo Holdings US Investment Advisor, Inc. private funds
1 funds · $154.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Creek Feeder, L.P. | Private Equity | $154.1M | — |
Novo Holdings US Investment Advisor, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abhijeet Jayant Lele Control | Director | Under 5% | 2024 |
| Charles Edward Patten Control | President | Under 5% | 2024 |
| Ellen Torrey Santagati | Chief Compliance Officer | Under 5% | 2026 |
| Jonathan Lee Levy Control | Director | Under 5% | 2024 |
| Novo Holdings A/S Control | Shareholder | Over 75% | 2024 |
| Novo Nordisk Fonden Control | Owner | Over 75% | 1999 |
Frequently asked questions
How much does Novo Holdings US Investment Advisor, Inc. manage?
Novo Holdings US Investment Advisor, Inc. reports $338.6 million in regulatory assets under management on its Form ADV.
How many private funds does Novo Holdings US Investment Advisor, Inc. manage?
Novo Holdings US Investment Advisor, Inc. manages 1 private funds with combined gross assets of $154.1 million.
How many employees does Novo Holdings US Investment Advisor, Inc. have?
Novo Holdings US Investment Advisor, Inc. reports 25 employees.
Where is Novo Holdings US Investment Advisor, Inc. located?
Novo Holdings US Investment Advisor, Inc. is based in Boston, MA.
Does Novo Holdings US Investment Advisor, Inc. disclose fund performance?
Novo Holdings US Investment Advisor, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Clarendon St., Floor 45, Boston, MA 02116 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,340 advisers
AUM vs fund managersTop 74%
Larger than 26% of 6,037 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 20%
More than 80% of 16,820 advisers
Assets under management
$338.6Mregulatory AUM
Discretionary $154.1MNon-discretionary $184.5M
Service providers
Auditor
Custodian