Holdun Family Office LLC is a large advisory firm based in Miami Beach. It manages $114.28 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Florida.
Holdun Family Office provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Holdun Family Office LLC is $114.28 million. The firm's AUM has gone down by -9% since the beginning of its operation, and $5 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Holdun Family Office LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and corporations or other businesses. The largest group of clients of Holdun Family Office is corporations or other businesses with 33 clients and $42.25 million of assets under management. Among the 8 most similar advisory firms, Holdun Family Office has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $64.47 million for 44 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Holdun Family Office doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Holdun Family Office LLC performs its advisory services is located at 555 Washington Ave., Miami Beach, FL 33139 The mailing address of the firm is 555 Washington Ave, Suite 320, Miami Beach, FL 33139. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-373-3309. The normal business hours are 9:00 am to 4 pm on Monday - Friday. You can find more information about the New York firm at holdunfamilyoffice.com/.