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NOVO HOLDINGS US INVESTMENT ADVISOR, INC.
CRD 334495File 801-136906
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$338.6M
Below cohort median (national)
Discretionary AUM
$154.1M
Non-discretionary $184.5M
Clients
2
2 accounts
Employees
25
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 5, 2026
- Principal office
- 200 CLARENDON ST., FLOOR 45, BOSTON, MA, 02116
- Phone
- 781-307-2686
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $338.6M
- Discretionary AUM
- $154.1M
- Non-discretionary AUM
- $184.5M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 1
- Total accounts
- 2
- AUM per client
- $169.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $338.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.