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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAKER, AMBER, DAWN | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| BAKER, AMBER, DAWN | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| BAKER, AMBER, DAWN | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| BAKER, AMBER, DAWN | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| BAKER, AMBER, DAWN | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| BARRETT, DAVID, E | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, E | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, E | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, E | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, E | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BARRETT, DAVID, EMIL | I | DIRECTOR | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| BURKE, STEVEN, MATTHEW | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | NA | Control |
| ISRAELOV, RONI | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI, (NMN) | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI, (NMN) | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI, (NMN) | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI, (NMN) | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI, (NMN) | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| ISRAELOV, RONI, (NMN) | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| LO, STEPHANIE, HOI-YEE | I | CHIEF RESEARCH OFFICER | NA | Control |
| LO, STEPHANIE, HOI-YEE | I | CHIEF RESEARCH OFFICER | NA | Control |
| QUINT, LAUREN, ALEXANDER | I | CHIEF FINANCIAL OFFICER / TREASURER | NA | Control |
| STAHL, PETER, DANIEL | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| STAHL, PETER, DANIEL | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| STAHL, PETER, DANIEL | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| STAHL, PETER, DANIEL | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| STAHL, PETER, DANIEL | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Stahl, Peter, D. | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Stahl, Peter, D. | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Stahl, Peter, D. | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Stahl, Peter, D. | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Stahl, Peter, D. | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Simon, Michael, K. | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER | D | Control |
| Simon, Michael, K. | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER | D | Control |
| Simon, Michael, K. | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER | D | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| POLARIS PARTNERS VIII, L.P. | DE | SHAREHOLDER - SERIES A AND B PREFERRED STOCK | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| SIMON, MICHAEL, KELLY | I | CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD | B | Control |
| SIMON, MICHAEL, KELLY | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | B | Control |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY GKMMW IRREVOCABLE TRUST OF 2021 (TRUSTEES: MICHAEL K. SIMON AND STEVEN M. BURKE) | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 | DE | SHAREHOLDER - COMMON STOCK | B | |
| THE SIMON FAMILY MMMW IRREVOCABLE TRUST OF 2021 (TRUSTEES: MICHAEL K. SIMON AND STEVEN M. BURKE) | DE | SHAREHOLDER - COMMON STOCK | B | |
| Simon, Michael, K. | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A PREFERRED STOCK | A | Control |
| Simon, Michael, K. | I | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A PREFERRED STOCK | A | Control |
| Simon, Michael, K. | I | TRUSTEE FOR THE SIMON FAMILY TRUSTS | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
| POLARIS PARTNERS GP VIII, L.L.C. | DE | POLARIS PARTNERS VIII, L.P. | F | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (11)
CA CT FL GA IL MA MD NH NY TX VA
Address
75 STATE STREETSUITE 100
BOSTON, MA 02109
United States
Phone: 857-326-6992