Openview Advisors, Llc
- Regulatory AUM
- $839M
- Discretionary
- $839M
- Clients
- 9
- Avg AUM / client
- $93.2M
- Accounts
- 9
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $839M | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Openview Venture Partners Vii, Lp | Venture Capital Fund | Delaware | $544M | 54 |
| Openview Venture Partners V, Lp | Venture Capital Fund | Delaware | $482M | 24 |
| Openview Venture Partners Vi, Lp | Venture Capital Fund | Delaware | $376M | 28 |
| Openview Venture Partners Iv, L.P. | Venture Capital Fund | Delaware | $157M | 20 |
| Ov Co Investment (Cdy) Llc | Venture Capital Fund | Delaware | $36.7M | 19 |
| Openview Affiliates Fund Vii, Lp | Venture Capital Fund | Delaware | $14.8M | 59 |
| Openview Affiliates Fund Vi, Lp | Venture Capital Fund | Delaware | $11.1M | 62 |
| Openview Affiliates Fund V, Lp | Venture Capital Fund | Delaware | $8.0M | 27 |
| Openview Venture Partners Ii, L.P. | Venture Capital Fund | Delaware | $5.8M | 17 |
| Openview Affiliates Fund Iv, L.P. | Venture Capital Fund | Delaware | $5.1M | 85 |
| Openview Venture Partners, L.P. | Venture Capital Fund | Delaware | $3.7M | 14 |
| Openview Affiliates Fund Ii Lp | Venture Capital Fund | Delaware | $292K | 23 |
| Openview Affiliates Fund Lp | Venture Capital Fund | Delaware | $283K | 32 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Maxwell, Scott, M | Managing Member/Chief Executive Officer | Oct 2006 (20y) | 25% – 50% | |
| Demmer, Daniel, William | Chairman Of The Management Committee | Jan 2015 (12y) | 10% – 25% | |
| King, Rufus, C | Chief Legal Officer | Sep 2015 (11y) | Less than 5% | |
| Bartlett, Blake, C | Executive Officer | Jul 2017 (9y) | 25% – 50% | |
| Lewis, Bonnie, Sue | Chief Financial Officer; Executive Finance And Audit Chair | Jan 2019 (8y) | Less than 5% | |
| Mccullough, John, Joseph | Chief Compliance Officer And Chief Operating Partner | Mar 2024 (2y) | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Openview Venture Partners Vii, Lp | Venture Capital Fund | $544M | $1.0M | 54 |
| Openview Venture Partners V, Lp | Venture Capital Fund | $482M | $1.0M | 24 |
| Openview Venture Partners Vi, Lp | Venture Capital Fund | $376M | $1.0M | 28 |
| Openview Venture Partners Iv, L.P. | Venture Capital Fund | $157M | $1.0M | 20 |
| Ov Co Investment (Cdy) Llc | Venture Capital Fund | $36.7M | $8.0K | 19 |
| Openview Affiliates Fund Vii, Lp | Venture Capital Fund | $14.8M | $100K | 59 |
| Openview Affiliates Fund Vi, Lp | Venture Capital Fund | $11.1M | $25.0K | 62 |
| Openview Affiliates Fund V, Lp | Venture Capital Fund | $8.0M | $25.0K | 27 |
| Openview Venture Partners Ii, L.P. | Venture Capital Fund | $5.8M | $1.0M | 17 |
| Openview Affiliates Fund Iv, L.P. | Venture Capital Fund | $5.1M | $25.0K | 85 |
| Openview Venture Partners, L.P. | Venture Capital Fund | $3.7M | $1.0M | 14 |
| Openview Affiliates Fund Ii Lp | Venture Capital Fund | $292K | $25.0K | 23 |
| Openview Affiliates Fund Lp | Venture Capital Fund | $283K | $30.0K | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 2.95 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗