FORT LAUDERDALE, FLCRD 167054Latest ADV March 27, 2026
Holdco Asset Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 27, 2026, reports $2.8B in regulatory assets under management, 7 employees, and 4 accounts.
Assets Under Management
$2.8B
Employees
7
Offices
--
Total Clients
<5
Primary office
FORT LAUDERDALE, FL
515 EAST LAS OLAS BLVD., SUITE 1010, FORT LAUDERDALE, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 27, 2026
Discretionary100.0%
$2.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.8B
Total Accounts4
10Y AUM Change+$2.2B (+417.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.