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Holmgren Capital Management, LLC (New York)


Holmgren Capital Management, LLC is an adviser based in New York. It manages $18 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.

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Holmgren Capital Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holmgren Capital Management: assets under management

The assets under management (AUM) of Holmgren Capital Management, LLC is $18 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Holmgren Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Holmgren Capital Management, LLC performs its advisory services is located at Mezzanine, 335 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 646-747-3488 or by fax 646-747-3478. The normal business hours are 9:00 am- 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.holmgrencapital.com.


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