Holbert Ventures LLC

James Holbert, as Founder and Managing Principal, leads overall investment strategy, while Catherine Holbert serves as Chief Investment Officer overseeing day-to-day portfolio management. Decision-making is centralized at the New York office.

The firm targets growth-stage companies and income-producing real estate assets. In venture capital, it focuses on later-stage tech companies with proven revenue models, while real estate investments are primarily in stabilized or value-add commercial and residential properties.

The firm primarily executes direct investments in real estate and private equity, but may occasionally commit to select fund vehicles operated by trusted external managers when direct deals are not available. Its preference is direct control over capital deployment.

The firm concentrates on North America, particularly the New York metropolitan area, for real estate investments. Technology investments are US-based, with selective opportunities in European markets when aligned with the firm's sector focus.

Holbert Ventures operates as a multi-family office with a lean team. The firm integrates operational oversight into its portfolio management, taking board seats or property management roles in its investments, which distinguishes it from passive family offices.

The founding wealth was generated through entrepreneurial success in the technology sector and real estate development, though specific company names and transaction details have not been publicly disclosed.

No separate philanthropic foundation or charitable vehicle has been publicly identified for Holbert Ventures or its principals. Any philanthropic activity is managed privately.