HOLOWESKO PARTNERS LTD.
Firm details
- Headquarters
- nassau,
- CRD number
- 155703
- Registered since
- November 24, 2010
- Website
- www.holoweskopartners.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles75.8%
- Charitable Organizations24.2%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Holowesko Partners Ltd. is structured as a corporation that operates as a hedge fund manager focused on institutional clients. The firm registered with the SEC in 2010 and combines ownership characteristics described as a foreign entity and an individual owner. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Fee arrangements include both a percentage-of-assets component and performance-based fees. Holowesko does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2GREGORY CLEARE
Director, Chief Financial OfficerCRD 5864341
KAREN ZYP
CFO & CCOCRD 5864340
Contacts
3 of 5MARK HOLOWESKO
DirectorCRD 4393037
RICHARD FARRINGTON
Director, Portfolio ManagerCRD 5864339
STEPHEN HOLOWESKO
Head TraderCRD 2785938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2.8M in ETFs
100%
$2.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.8M | 6,500 | 100.00% |
Location
nassau, null
Location
nassau, null
Headquartered in nassau, null.
- Address
- Shipston House Lyford Cay
- Office locations
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