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Openview Advisors, LLC

● SEC registered since 2021CRD 316766SEC# 801-122597Boston, MA
Export (members)
Ranks #3,227 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$839M
Fund GAV
$839M
Private funds
9
Employees
15
Accounts
9
Location
Boston, MA

Openview Advisors, LLC assets under management

Openview Advisors, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2021. It reports $839 million in regulatory assets under management and employs 15 people. Openview Advisors, LLC manages 9 private funds with combined gross assets of $839 million, including Openview Venture Partners V, LP. By regulatory assets, it ranks 3,227 of 6,030 private fund managers.

Openview Advisors, LLC private funds

9 funds · $839M GAV
FundTypeGross assetsMin.
Openview Venture Partners V, LPVenture Capital$310.5M$1M
Openview Venture Partners VI, LPVenture Capital$264.5M$1M
Openview Venture Partners VII, LPVenture Capital$141.2M$1M
Openview Venture Partners IV, L.P.Venture Capital$78.3M$1M
Ov Co-Investment (cdy) LLCVenture Capital$25.2M$8K
Openview Affiliates Fund VI, LPVenture Capital$8M$25K
Openview Affiliates Fund V, LPVenture Capital$5.2M$25K
Openview Affiliates Fund VII, LPVenture Capital$3.7M$100K
Openview Affiliates Fund IV, L.P.Venture Capital$2.6M$25K

Openview Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bonnie Sue Lewis ControlChief Financial Officer; Executive Finance And Audit ChairUnder 5%2019
Daniel William Demmer ControlChairman Of The Management Committee10-25%2015
John Joseph McCullough ControlChief Compliance Officer And Chief Operating Partner10-25%2024
Rufus C King ControlChief Legal OfficerUnder 5%2015
Scott M Maxwell ControlManaging Member/Chief Executive Officer25-50%2006

Frequently asked questions

How much does Openview Advisors, LLC manage?

Openview Advisors, LLC reports $839 million in regulatory assets under management on its Form ADV.

How many private funds does Openview Advisors, LLC manage?

Openview Advisors, LLC manages 9 private funds with combined gross assets of $839 million.

How many employees does Openview Advisors, LLC have?

Openview Advisors, LLC reports 15 employees.

Where is Openview Advisors, LLC located?

Openview Advisors, LLC is based in Boston, MA and has been SEC-registered since 2021.

Does Openview Advisors, LLC disclose fund performance?

Openview Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address71 Commercial Street, Unit 272, Boston, MA 02109
Phone617-478-7500
Fax617-507-6193
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$839M▼ 19%
Mar '25 — $1.04BApr '25 — $1.04BMay '25 — $1.04BJun '25 — $1.04BJul '25 — $1.04BAug '25 — $1.04BSep '25 — $1.04BOct '25 — $1.04BNov '25 — $1.04BDec '25 — $1.04BJan '26 — $1.04BFeb '26 — $1.04BMar '26 — $839MApr '26 — $839MMay '26 — $839MJun '26 — $839MJul '26 — $839M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
AUM vs fund managersTop 53%
Larger than 47% of 6,030 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 30%
More than 70% of 16,824 advisers

Assets under management

$839Mregulatory AUM
Discretionary $839M