HOLDCO ASSET MANAGEMENT, LP
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 167054
- Registered since
- April 12, 2016
- Website
- www.holdcoam.com
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JONATHAN LEITNER
Chief Financial OfficerCRD 6049560
Shan Chang
General Counsel & Chief Compliance OfficerCRD 7674908
Contacts
2 of 2VIKARAN GHEI
Co-FounderCRD 4910083
MICHAEL ZAITZEFF
Co-FounderCRD 6167568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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