Hollander Asset Management LLC

RIASEC RegisteredEst. 2009
Total AUM
$420M
Discretionary
$203M
48% of AUM
Avg account
$8.1M
Accounts
52
Employees
2
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
150343
Registered since
June 23, 2009
Custodians
CITIGROUP INC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI57.53%
  • Pooled Investment Vehicles42.47%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Hollander Asset Management LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2009. The firm operates as a hedge-fund manager that serves both individual and family clients as well as institutional investors. Its advisory services include discretionary and non-discretionary portfolio management for individuals/small businesses, management of pooled investment vehicles, and selection of sub‑advisers. Hollander also acts as sponsor, general partner and managing member of pooled vehicles it creates. The firm uses a mix of fee arrangements: percentage-of-AUM charges, fixed fees, and performance-based compensation. It does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 40%, Public Funds/Mutual Funds 19%, US Government Bonds 14%, Cash & Cash Equivalents 14%, Exchange Traded Equities 8%, Investment Grade Corp Bonds 5%40%
  • Private Funds40%
  • Public Funds/Mutual Funds19%
  • US Government Bonds14%
  • Cash & Cash Equivalents14%
  • Exchange Traded Equities8%

Contacts

2 of 2
  • Carlos Hollander

    Carlos Hollander

    PresidentCRD 2725885

  • Bianca Hollander Pontes

    AnalystCRD 6486050

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
Miami Dade
Address
701 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth