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Novo Holdings US Investment Advisor, Inc.

CRD 334495SEC# 801-136906Boston, MA
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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 #4,426 of 6,004 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 4,426 of 6,004 private fund managers.

Novo Holdings US Investment Advisor, Inc. private funds

1 funds · $154.1M GAV
FundTypeGross assetsMin.
Creek Feeder, L.P.Private Equity$154.1M

Novo Holdings US Investment Advisor, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Abhijeet Jayant Lele ControlDirectorUnder 5%2024
Charles Edward Patten ControlPresidentUnder 5%2024
Ellen Torrey SantagatiChief Compliance OfficerUnder 5%2026
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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

Address200 Clarendon St., Floor 45, Boston, MA 02116
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
AUM vs fund managersTop 74%
Larger than 26% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$338.6Mregulatory AUM
Discretionary $154.1MNon-discretionary $184.5M

Service providers