NDVR Inc

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NDVR Inc
CRD #310602
SEC #801-120289
CIK #0002011247
AUM
Employees 14 (57% Investors, 0% Brokers)
Fees
Minimum
Phone857-326-6992
Address75 State Street
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
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Holdings by Sector ($M)
13010478522602024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 42 12.1
(b) Individuals (high net worth individuals) 112 189.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 2.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 345 203.8
By Discretionary
Discretionary 345 203.8
Non-Discretionary 0 0.0
Total 345 203.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 203.8
Total 345 203.8
EDGAR Form CIK 2011 - 2026
13F-HR [0002011247]
Firm Profile (Form ADV)
Clients2
ServesRetail
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