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 is classified as a hedge fund manager and serves both individual/family clients and institutional investors. Its advisory work includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of sub‑advisers. Fee arrangements include asset‑based fees, fixed fees and performance‑linked compensation. Hollander is not positioned as an active ESG investor. The firm also acts as a sponsor/GP/managing member of pooled vehicles rather than functioning as a third‑party capital allocator. Ownership is listed as a mix of a foreign entity and an individual.

Assets & Accounts

Investments & Alternatives

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

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth