HOLDCO ASSET MANAGEMENT, LP

RIASEC RegisteredEst. 2016
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$689M
Accounts
4
Employees
7
Advisory reps
4

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
167054
Registered since
April 12, 2016
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Holdco Asset Management, LP is a limited partnership that operates as a hedge-fund manager and sponsor of pooled investment vehicles. The firm has been SEC-registered since 2016 and serves an institutional client base. Its core advisory activity is portfolio management for pooled vehicles, and it typically charges performance-based fees. Holdco takes on sponsor/GP-type roles and is registered as a CPO/CTA in connection with its pooled-product activity. The firm is not positioned as a multi-manager capital allocator; instead it runs its own funds and manages exposures through sponsored vehicles and selective third-party alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JONATHAN LEITNER

    Chief Financial OfficerCRD 6049560

  • Shan Chang

    General Counsel & Chief Compliance OfficerCRD 7674908

Contacts

2 of 2
  • VIKARAN GHEI

    Co-FounderCRD 4910083

  • MICHAEL ZAITZEFF

    Co-FounderCRD 6167568

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
515 E Las Olas Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth