HOLOCENE ADVISORS, LP

RIASEC RegisteredEst. 2017

Total AUM

$50.4B

Discretionary

$50.4B

100% of AUM

Avg account

$7.2B

Accounts

7

Employees

115

Advisory reps

8

Firm details

Headquarters: New York, New York
CRD number: 287999
Registered since: March 23, 2017
Website: www.holoceneadvisors.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Holocene Advisors, LP is an SEC-registered hedge fund organized as a limited partnership and active since 2017. The firm serves institutional clients and operates as a manager of pooled investment vehicles, acting in roles consistent with a CPO/CTA and as sponsor or GP for its funds. Its fees combine a percentage-of-assets component with performance-based compensation. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 4

BRADLEY WALBRIDGE
Chief Financial OfficerCRD 5661567
ERIC ALBERT
Chief Compliance Officer & Legal CounselCRD 6533938
JOHN HALEY
Founder and CEOCRD 3271572

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Contacts

3 of 4

Jennifer Marcus
TrusteeCRD 7772106
ALBERT BOSTON
DirectorCRD 4440355
BRIAN FORTUNE
General CounselCRD 2712522

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$115M in ETFs

Passive

100%

$115M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$61.2M	94,073	53.02%

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Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 15 E 26th St
Time zone: ET (UTC-5)
Office locations

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