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HOLOCENE ADVISORS, LP

NEW YORK, NY · CRD 287999 · IAPD ↗ · 646-779-6420

$50.43BRegulatory AUM
51Advisory reps
115Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — HOLOCENE ADVISORS, LP reported RAUM up 33% ($38.05B -> $50.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — HOLOCENE ADVISORS, LP grew from 42 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
April 2024 — HOLOCENE ADVISORS, LP reported RAUM up 39% ($26.49B -> $36.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — HOLOCENE ADVISORS, LP grew from 37 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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