Holowesko Partners Ltd.

RIASEC RegisteredEst. 2010

Total AUM

$904M

Discretionary

$904M

100% of AUM

Avg account

$129M

Accounts

7

Employees

13

Advisory reps

7

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

FINTRX

Overview

Holowesko Partners Ltd. is a corporate-structured investment manager that operates as a hedge fund and serves primarily institutional clients. The firm has been SEC-registered since 2010 and is identified as having foreign-entity and individual ownership. Its advisory activity is concentrated on portfolio management for pooled investment vehicles and for businesses or institutions. Compensation arrangements include both a percentage-of-assets fee and performance-based fees. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Cash & Cash Equivalents4%

Owners & executives

2 of 2

Gregory Cleare
Director, Chief Financial OfficerCRD 5864341
Karen Zyp
CFO & CCOCRD 5864340

Contacts

3 of 5

Mark Holowesko
DirectorCRD 4393037
Richard Farrington
Director, Portfolio ManagerCRD 5864339
Stephen Holowesko
Head TraderCRD 2785938

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$2.4M in ETFs

Passive

100%

$2.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$2.4M	6,500	100.00%

Primary office

Nassau, null

Location

Nassau, null

Headquartered in Nassau, null.

Address: Shipston House Lyford Cay
Office locations

Similar firms

Convergence Financial

Columbia, MO

AUM $904MTEAM 18REPS 25

Sator Grove Management Company, LLC

AUM $904MTEAM 3REPS 3

Shannon River Fund Management, LLC

New York, NY

AUM $905MTEAM 9REPS 2

Mengis Capital Management, Inc.

Portland, OR

AUM $903MTEAM 7REPS 6

Navimed Capital Advisors, LLC

Rosslyn, VA

AUM $905MTEAM 14REPS 4

Richard P. Slaughter Associates, Inc.

Austin, TX

AUM $905MTEAM 14REPS 14