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HOLDCO ASSET MANAGEMENT, LP

FORT LAUDERDALE, FL · CRD 167054 · IAPD ↗ · 954-433-6862

$2.76BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2024 — HOLDCO ASSET MANAGEMENT, LP reported RAUM up 85% ($1.29B -> $2.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.