# Novo Holdings US Investment Advisor, Inc.

> Novo Holdings US Investment Advisor, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 334495
- Filed as: NOVO HOLDINGS US INVESTMENT ADVISOR, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334495
- AdvisorCensus page: https://advisorcensus.com/firm/novo-holdings-us-investment-advisor-inc-boston-ma-334495

## Quick answers

**How is Novo Holdings US Investment Advisor, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Novo Holdings US Investment Advisor, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Novo Holdings US Investment Advisor, Inc. located?**
Novo Holdings US Investment Advisor, Inc.'s principal office is in Boston, MA, according to its Form ADV.

**Is Novo Holdings US Investment Advisor, Inc. registered with the SEC or a state?**
Novo Holdings US Investment Advisor, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334495.

**How much does Novo Holdings US Investment Advisor, Inc. manage?**
Novo Holdings US Investment Advisor, Inc. reports $338,614,945 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (46% discretionary).

**What types of clients does Novo Holdings US Investment Advisor, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Novo Holdings US Investment Advisor, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334495

**What changed in Novo Holdings US Investment Advisor, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $338,614,945
- Discretionary: $154,132,945
- Non-discretionary: $184,482,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $338,614,945 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 25 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | February 11, 2025 |
| October 2026 | $338,614,945 | 25 | June 29, 2026 |


## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Novo Holdings US Investment Advisor, Inc. (CRD 334495): Form ADV filing data as of October 2026.