Holte Capital Ltd is a large advisory firm based in London. It manages $230 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.
Holte Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. 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 Holte Capital Ltd is $230 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Holte Capital Ltd for their services and products based on a percentage of assets under management 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.
The principal office where Holte Capital Ltd performs its advisory services is located at 2 Brook Street, London, W1 S 1 Bq, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +44 207 647 7520 or by fax +44 207 647 7549. The normal business hours are 7am - 7pm on Monday - Friday.