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Ndvr, Inc.

CRD 310602SEC# 801-120289Boston, MA
Export (members)
No longer SEC-registered. Ndvr, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$203.8M
Employees
14
Accounts
345
Location
Boston, MA

Ndvr, Inc. assets under management

Ndvr, Inc. operates as an SEC-registered investment adviser based in Boston, MA. It reports $203.8 million in regulatory assets under management and employs 14 people.

Ndvr, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Amber Dawn Baker ControlChief Compliance Officer / General CounselUnder 5%2024
Michael Kelly Simon ControlTrustee For The Simon Family Trusts10-25%2021
Michael Kelly Simon ControlChief Executive Officer / President / Secretary Of The Board10-25%2019
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Frequently asked questions

How much does Ndvr, Inc. manage?

Ndvr, Inc. reports $203.8 million in regulatory assets under management on its Form ADV.

How many employees does Ndvr, Inc. have?

Ndvr, Inc. reports 14 employees.

Where is Ndvr, Inc. located?

Ndvr, Inc. is based in Boston, MA.

Does Ndvr, Inc. disclose fund performance?

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

Contact & registration

Address75 State Street, Suite 100, Boston, MA 02109
Office hours8:00a.m. To 6:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$203.8M
Non-discretionary$0
Total (RAUM)$203.8M