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Venture CapitalExempt Reporting Adviser · CRD 318384

Updated:

Holbert Ventures LLC

Holbert Ventures LLC is a venture capital based in Scottsdale; the Altss profile covers its classification, headquarters, registration, AUM band, and key...

Overview

HOLBERT VENTURES LLC is an exempt reporting adviser with offices in SCOTTSDALE, AZ. It provides investment advice to clients.

General information

Firm type

Venture Capital

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

New York, NY, United States

Principals

James Holbert

Founder & Managing Principal

Catherine Holbert

Chief Investment Officer

Sector focus

Real EstateTechnologyPrivate EquityVenture Capital

Frequently asked questions

Who makes investment decisions at 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.

What investment stages does Holbert Ventures target?

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.

What is the geographic focus of Holbert Ventures?

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.

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