Holden Family Office, LLC

Overview

Holden Family Office, LLC is an independent registered investment adviser that runs discretionary portfolios for a concentrated client base of individuals, families and select institutional relationships. The firm positions equities as the core of its approach and pairs that equity exposure with access to private-market and opportunistic strategies. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars — consistent with a family office model that combines investment management with broader wealth services. Investment preferences center on liquid, exchange-traded instruments for core allocations while allocating a portion of capital to third-party alternative managers for diversification and return enhancement. The firm is not identified as an active ESG investor. Fee arrangements are flexible: Holden Family Office, LLC charges a mix of percentage-of-AUM, fixed, hourly and performance-based fees depending on client engagement and strategy.

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Public Holdings

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Location & Offices