{
  "crd_number": 316766,
  "slug": "openview-advisors-llc-boston-ma-316766",
  "primary_business_name": "OPENVIEW ADVISORS, LLC",
  "legal_name": "OPENVIEW ADVISORS, LLC",
  "dbas": [
    "OPENVIEW PARTNERS",
    "OPENVIEW VENTURE PARTNERS"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-11-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 839018580.0,
  "raum_discretionary": 839018580.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 839018580.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://expand.openviewpartners.com",
    "https://facebook.com/OPENVIEWVENTURE",
    "https://instagram.com/OPENVIEWVENTURE",
    "https://linkedin.com/COMPANY/OPENVIEW-",
    "https://openviewpartners.com",
    "https://pinterest.com/openviewventure",
    "https://slideshare.net/openviewventurepartners",
    "https://twitter.com/OPENVIEWVENTURE",
    "https://youtube.com/USER/OPENVIEWVENTURE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316766",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/openview-advisors-llc-boston-ma-316766",
  "display_name": "Openview Advisors, LLC",
  "summary": "Openview Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Openview Advisors, LLC (CRD 316766): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Openview Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Openview Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Openview Advisors, LLC located?",
      "a": "Openview Advisors, LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Openview Advisors, LLC registered with the SEC or a state?",
      "a": "Openview Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316766."
    },
    {
      "q": "How much does Openview Advisors, LLC manage?",
      "a": "Openview Advisors, LLC reports $839,018,580 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Openview Advisors, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Openview Advisors, LLC: Regulatory assets under management: $2,862,275,395 in the October 2022 data and $839,018,580 in the October 2026 data, down 71%. Total employees: 66 in October 2022 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Openview Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)."
    },
    {
      "q": "Does Openview Advisors, LLC report any disciplinary disclosures?",
      "a": "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/316766"
    },
    {
      "q": "What changed in Openview Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 5. Regulatory assets under management went from $1,037,711,246 to $839,018,580 (-19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2862275395.0,
      "total_employees": 66,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2448874132.0,
      "total_employees": 78,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1645013077.0,
      "total_employees": 33,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1037711246.0,
      "total_employees": 33,
      "filing_date": "2025-05-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 839018580.0,
      "total_employees": 15,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 5.",
        "Regulatory assets under management went from $1,037,711,246 to $839,018,580 (-19%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/openview-advisors-llc-boston-ma-316766.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 839018580.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316766",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}