M13 HOLDINGS COMPANY, LLC

Overview

M13 Holdings Company, LLC is a limited liability company that registered with the SEC in 2020 and operates primarily as an adviser and sponsor of private pooled vehicles. The firm functions in roles that include general partner, sponsor and managing member of pooled investment vehicles rather than acting as a traditional retail wealth manager. Public disclosures indicate an owner-type of individual and the firm is classified as unclassified for reporting purposes. It is not designated as a capital allocator, does not identify as an active ESG investor, and is not set up as a multi-state adviser or pension consultant.

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