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Chief Financial Officer; Executive Finance and Audit Chair · Openview Advisors, LLC

Bonnie S. Lewis

CRD 4859452 · Named on Form ADV at one SEC-registered adviser

At a glance

Openview Advisors, LLC, an SEC-registered private fund adviser based in Boston, MA with $839 million in regulatory assets, lists Bonnie S. Lewis on its Form ADV as Chief Financial Officer; Executive Finance and Audit Chair, a control person.

Firms and roles

  • Openview Advisors, LLCChief Financial Officer; Executive Finance and Audit ChairPrivate fund adviser · Boston, MA · $839M in regulatory assets

AtlasMembers

Bonnie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bonnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.