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| OpenView Advisors LLC
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| CRD # | 316766 |
| SEC # | 801-122597 |
| CIK # | 0001895563 |
| AUM | 839.0 M (2026-03-25) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 617-478-7500 |
| Address | 71 Commercial Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | OpenView Affiliates Fund VII LP | 2023-03-28 | 3.7 M | |
| VC | OpenView Venture Partners VII LP | [2023-03-28] | 517.6 M | 141.2 M |
| Offered $800,000,000 · Filed 2022-09-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $282,423,500 · Duration One year or less · Revenue Not Applicable | ||||
| VC | OV Co-Investment CDY LLC | [2021-10-01] | 80.0 M | 25.2 M |
| Filed 2021-01-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | OpenView Affiliates Fund VI LP | [2021-03-30] | 8.0 M | |
| Offered $450,000,000 · Filed 2019-11-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $450,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| VC | OpenView Venture Partners VI LP | [2020-03-27] | 264.5 M | |
| Offered $450,000,000 · Filed 2019-11-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $450,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| VC | OpenView Affiliates Fund V LP | [2018-03-28] | 5.2 M | |
| Offered $5,000,000 · Filed 2017-12-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $5,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| VC | OpenView Venture Partners V LP | [2018-03-28] | 296.8 M | 310.5 M |
| Offered $296,750,000 · Filed 2018-05-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Not Applicable | ||||
| VC | OpenView Affiliates Fund IV LP | [2015-03-27] | 2.6 M | |
| Filed 2014-09-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | OpenView Venture Partners IV LP | [2015-03-27] | 78.3 M | |
| Filed 2014-08-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | OpenView Affiliates Fund II LP | [2012-03-30] | 0.1 M | |
| VC | OpenView Affiliates Fund LP | 2012-03-30 | 0.1 M | |
| VC | OpenView Venture Partners II LP | [2012-03-30] | 1.5 M | |
| VC | OpenView Venture Partners LP | 2012-03-30 | 0.8 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 9 | 0.8 |
| (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 | 9 | 0.8 |
| By Discretionary | ||
| Discretionary | 9 | 0.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 0.0 | |
| Total | 9 | 0.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John McCullough | Executive Officer | 53 | 3 | |
| Scott Maxwell | Executive Officer | 35 | 2 | |
| Adam Marcus | Executive Officer | 33 | 2 | |
| Blake Bartlett | Executive Officer | 9 | 2 | |
| Daniel Demmer | Executive Officer | 8 | 2 | |
| John Craven | Executive Officer | 7 | 2 | |
| Richard Pelletier | Executive Officer | 7 | 2 | |
| Sanjiv Kalevar | Executive Officer | 7 | 2 | |
| Management LLC OpenView | Promoter | 4 | 2 | |
| Investment Manager OpenView Investments LLC | Promoter | 4 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001895563] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Institutional |
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