Holocron Holdings is a registered investment advisor that provides discretionary portfolio management and quantitative, algorithmic trading strategies for individuals, high-net-worth clients, trusts, estates, and businesses. Holocron Holdings focuses on active management using proprietary quantitative models, technical analysis, and macroeconomic research. Portfolios are typically held at Interactive Brokers, where the investment team implements automated execution strategies. Clients can also impose reasonable restrictions on certain securities. Holocron Holdings does not offer standalone financial planning services. The firm is owned and managed by Rajan Gupta and Elias Grabowski.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $10.0M | 2.75% |
| $10.0M - $20.0M | 2.50% |
| $20M+ | 2.25% |
Fees consist of two separate, additive components: a strategy fee of up to 1.00% and an asset-based advisory fee. Combined maximum rates are shown above. Fees are negotiable.