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Managing Member/Chief Executive Officer · Openview Advisors, LLC

Scott M. Maxwell

CRD 6040751 · 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 Scott M. Maxwell on its Form ADV as Managing Member/Chief Executive Officer, a control person.

Firms and roles

  • Openview Advisors, LLCManaging Member/Chief Executive OfficerPrivate fund adviser · Boston, MA · $839M in regulatory assets

AtlasMembers

Scott’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

  • Bonnie S. LewisChief Financial Officer; Executive Finance and Audit Chair, Openview Advisors, LLC
  • Rufus C. KingChief Legal Officer, Openview Advisors, LLC
  • Daniel W. DemmerChairman of the Management Committee, Openview Advisors, LLC
  • John J. McCulloughChief Compliance Officer and Chief Operating Partner, Openview Advisors, LLC

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