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NOVO HOLDINGS US INVESTMENT ADVISOR, INC.

BOSTON, MA · CRD 334495 · IAPD ↗ · 781-307-2686

$338.6MRegulatory AUM
15Advisory reps
25Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — NOVO HOLDINGS US INVESTMENT ADVISOR, INC. (BOSTON, MA) is newly SEC-registered with $338.6M RAUM and 15 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.