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| OpenView Advisors LLC
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| |
|---|---|
| CRD # | 316766 |
| SEC # | 801-122597 |
| CIK # | 0001895563 |
| AUM | $1.6 BB (2024-03-28) |
| Employees | 33 (30% Investors, 0% Brokers) |
| Phone | 617-478-7500 |
| Address | 303 Congress Street Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | OpenView Affiliates Fund VII LP | 2023-03-28 | 14.8 | |
| VC | OpenView Venture Partners VII LP | [2023-03-28] | 517.6 | 544.1 |
| VC | OV Co-Investment CDY LLC | [2021-10-01] | 80.0 | 36.7 |
| VC | OpenView Affiliates Fund VI LP | [2021-03-30] | 0.0 | 11.1 |
| VC | OpenView Venture Partners VI LP | [2020-03-27] | 0.0 | 376.4 |
| VC | OpenView Affiliates Fund V LP | [2018-03-28] | 0.0 | 8.0 |
| VC | OpenView Venture Partners V LP | [2018-03-28] | 296.8 | 481.8 |
| VC | OpenView Affiliates Fund IV LP | [2015-03-27] | 0.0 | 5.1 |
| VC | OpenView Venture Partners IV LP | [2015-03-27] | 0.0 | 156.9 |
| VC | OpenView Affiliates Fund II LP | [2012-03-30] | 0.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 13 | 1.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 13 | 1.6 |
| By Discretionary | ||
| Discretionary | 13 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 13 | 1.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| John McCullough | 48 | |||
| Scott Maxwell | 35 | |||
| Adam Marcus | 29 | |||
| Blake Bartlett | 9 | |||
| Daniel Demmer | 8 | |||
| John Craven | 7 | |||
| Richard Pelletier | 7 | |||
| Sanjiv Kalevar | 6 | |||
| Management LLC OpenView | 4 | |||
| General Partner of The General Partner OpenView Management LLC | 4 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001895563] |
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