# NDVR, INC.

NDVR, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 310602
- Type: SEC-registered investment adviser
- SEC file number: 801-120289
- Location: 75 STATE STREET, SUITE 100, BOSTON, MA, 02109
- Phone: 857-326-6992
- Latest filing: 2025-04-01
- Regulatory AUM: $203.8M
- Discretionary AUM: $203.8M
- Clients: 14
- Accounts: 345

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Michael Kelly Simon | CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD; TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| Steven Matthew Burke | TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| Amber Dawn Baker | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | — |
| BURKE STEVEN MATTHEW | TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| BAKER AMBER DAWN | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | — |
| Stahl Daniel | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | — |
| Stahl Peter D | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | — |
| Simon Michael K | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER; CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A PREFERRED STOCK; TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| ISRAELOV RONI | PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| BARRETT DAVID E | DIRECTOR | — |
| ISRAELOV RONI NMN | PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| SIMON MICHAEL KELLY | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK; CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK; CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD (+1 more) | — |
| BARRETT DAVID EMIL | DIRECTOR | — |
| QUINT LAUREN ALEXANDER | CHIEF FINANCIAL OFFICER / TREASURER | — |
| LO STEPHANIE HOI-YEE | CHIEF RESEARCH OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310602/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310602/similar
- Related entities: https://search.stillhousedata.com/firm/310602/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310602

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.