Holdco Asset Management, LP
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 167054
- Registered since
- April 12, 2016
- Website
- www.holdcoam.com
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Holdco Asset Management, LP is a hedge fund organized as a limited partnership and registered with the SEC in 2016. The firm serves institutional clients and charges performance-based fees. Its advisory work centers on managing pooled investment vehicles; it also serves in sponsor and general partner capacities and acts as a CPO/CTA or managing member for funds it runs. Holdco is not positioned as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or a related 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
Owners & executives
2 of 2Jonathan Leitner
Chief Financial OfficerCRD 6049560

Shan Chang
General Counsel & Chief Compliance OfficerCRD 7674908
Contacts
2 of 2Vikaran Ghei
Co-FounderCRD 4910083

Michael Zaitzeff
Co-FounderCRD 6167568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, 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
- Broward
- Address
- 515 E Las Olas Blvd
- Time zone
- ET (UTC-5)
- Office locations
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