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PLACEHOLDER MANAGEMENT, LLC

NEW YORK, NY · CRD 292362 · IAPD ↗ · 9292449167

$345.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
March 2026 — PLACEHOLDER MANAGEMENT, LLC reported RAUM down 73% ($1.26B -> $345.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
March 2025 — PLACEHOLDER MANAGEMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2025 — PLACEHOLDER MANAGEMENT, LLC crossed $1B in regulatory AUM ($969.9M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
March 2024 — PLACEHOLDER MANAGEMENT, LLC crossed $500M in regulatory AUM ($439.8M -> $969.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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