NDVR, INC.
Legal name: NDVR
CRD #310602 SEC #801-120289 BOSTON, MA 857-326-6992
SEC Registered
Total AUM
$203.8M
Discretionary
$203.8M
Employees
14
Clients
101
Accounts
345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $203.8M | $203.8M | $0 | 14 | 2 |
| Mar 2025 | $203.8M | $203.8M | $0 | 14 | 2 |
| Aug 2024 | $175.4M | $175.4M | $0 | 27 | 16 |
| Mar 2024 | $175.4M | $175.4M | $0 | 27 | 16 |
| Jan 2024 | $138.5M | $138.5M | $0 | 51 | 5 |
| Aug 2023 | $138.5M | $138.5M | $0 | 51 | 5 |
| Jul 2023 | $138.5M | $138.5M | $0 | 51 | 5 |
| Jun 2023 | $123.7M | $123.7M | $0 | 50 | 5 |
| Apr 2023 | $107M | $107M | $0 | 50 | 5 |
| Mar 2023 | $107M | $107M | $0 | 50 | 5 |
| Jan 2023 | $108.6M | $108.6M | $0 | 50 | 0 |
| Feb 2022 | $108.6M | $108.6M | $0 | 50 | 0 |
| Jan 2022 | $108.6M | $108.6M | $0 | 50 | 0 |
| Jun 2021 | $104M | $104M | $0 | 42 | 0 |
| Feb 2021 | $0 | $0 | $0 | 35 | 0 |
| Jan 2021 | $0 | $0 | $0 | 35 | 0 |
DateApr 2025
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees14
Clients2
DateMar 2025
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees14
Clients2
DateAug 2024
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees27
Clients16
DateMar 2024
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees27
Clients16
DateJan 2024
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees51
Clients5
DateAug 2023
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees51
Clients5
DateJul 2023
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees51
Clients5
DateJun 2023
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees50
Clients5
DateApr 2023
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees50
Clients5
DateMar 2023
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees50
Clients5
DateJan 2023
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees50
Clients0
DateFeb 2022
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees50
Clients0
DateJan 2022
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees50
Clients0
DateJun 2021
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees42
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees35
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees35
Clients0