HoldCo Asset Management manages investments for four pooled investment vehicles (private funds). HoldCo aims to generate positive investment returns while minimizing risk through opportunistic investments. HoldCo employs a fundamental, value-driven investment approach, focusing on distressed, event-driven, and special situations strategies. The firm does not provide investment advice to individuals or separately managed accounts.
Assets Under Management$2.4B
Clients4
AdvisorsN/A
Avg. per Client$610M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
HoldCo Asset Management manages investments for private funds. None of the funds currently pay management fees. Instead, HoldCo receives incentive allocations based on the investment performance of each fund, subject to hurdle rates and catch-up provisions.
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Location
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