Investment adviser · CRD 316766

OPENVIEW ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$839M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$839,018,580100.0%
Filing source

Form ADV 2073884 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

13 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

OPENVIEW VENTURE PARTNERS V, LPVenture Capital Fund · Last reported Mar 25, 2026$310MGross asset value

Form D fundraising filings

OpenView Venture Partners V, L.P.

Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON LLP
PCAOB 248

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-2147627893
Reported beneficial owners
24
Minimum commitment
$1M
Form D file number
021-287881

Form ADV 2073884 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OPENVIEW VENTURE PARTNERS VI, LPVenture Capital Fund · Last reported Mar 25, 2026$264MGross asset value
Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON LLP
PCAOB 248

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-9421359249
Reported beneficial owners
28
Minimum commitment
$1M
Form D file number
021-353575

Form ADV 2073884 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OPENVIEW VENTURE PARTNERS VII, LPVenture Capital Fund · Last reported Mar 25, 2026$141MGross asset value
Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Marketer SPARRING PARTNERS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

SPARRING PARTNERS CAPITAL LLC
CRD 133780 · SEC 8-66777

Fund details & source
Fund ID
805-7020225189
Reported beneficial owners
54
Minimum commitment
$1M
Form D file number
021-431376

Form ADV 2073884 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OPENVIEW VENTURE PARTNERS IV, L.P.Venture Capital Fund · Last reported Mar 25, 2026$78.3MGross asset value

Form D fundraising filings

OpenView Venture Partners IV, L.P.

Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON LLP
PCAOB 248

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-8661629949
Reported beneficial owners
20
Minimum commitment
$1M
Form D file number
021-223125

Form ADV 2073884 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OV CO-INVESTMENT (CDY) LLCVenture Capital Fund · Last reported Mar 25, 2026$25.2MGross asset value

Form D fundraising filings

OV Co-Investment (CDY), LLC

Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON LLP
PCAOB 248

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-8115866188
Reported beneficial owners
19
Minimum commitment
$8K
Form D file number
021-386278

Form ADV 2073884 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OPENVIEW AFFILIATES FUND VI, LPVenture Capital Fund · Last reported Mar 25, 2026$7.96MGross asset value
Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON LLP
PCAOB 248

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-6958843713
Reported beneficial owners
64
Minimum commitment
$25K
Form D file number
021-353575

Form ADV 2073884 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OPENVIEW AFFILIATES FUND V, LPVenture Capital Fund · Last reported Mar 25, 2026$5.17MGross asset value

Form D fundraising filings

OpenView Affiliates Fund V, L.P.

Auditor GRANT THORNTON LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON LLP
PCAOB 248

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-5801503722
Reported beneficial owners
27
Minimum commitment
$25K
Form D file number
021-301328

Form ADV 2073884 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

71 COMMERCIAL STREET, UNIT 272
BOSTON, MA, 02109, United States

CRD 316766

Filing source

Form ADV 2073884 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.